See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,129 | $48,570+9.4% | $130,648-59.3% | $72,985-27.2% |
| Participation rate | 47.7% | 58.6%-10.9pp | 71.7%-24.1pp | 69.5%-21.8pp |
| Annual return | 22.39% | 38.63%-16.2pp | 1708.96%-1686.6pp | 81.00%-58.6pp |
| Employer contribution / active EE | $825 | $1,334-38.2% | $4,092-79.8% | $2,440-66.2% |
| Participant deferral / active EE | $1,197 | $2,384-49.8% | $3,603-66.8% | $3,607-66.8% |
| Admin fee / account holder | $685 | $3,549-80.7% | $5,464-87.5% | $5,124-86.6% |