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 | $80,593 | $59,417+35.6% | $93,606-13.9% | $74,495+8.2% |
| Participation rate | 35.5% | 59.7%-24.1pp | 68.7%-33.2pp | 67.2%-31.7pp |
| Annual return | 22.36% | 81.83%-59.5pp | 133.20%-110.8pp | 1364.94%-1342.6pp |
| Employer contribution / active EE | $551 | $1,264-56.4% | $2,420-77.2% | $2,623-79.0% |
| Participant deferral / active EE | $1,570 | $3,050-48.5% | $4,411-64.4% | $4,346-63.9% |
| Admin fee / account holder | $1,313 | $3,021-56.5% | $8,285-84.2% | $1,942-32.4% |