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 | $81,382 | $57,281+42.1% | $86,612-6.0% | $75,163+8.3% |
| Participation rate | 48.4% | 63.2%-14.8pp | 71.7%-23.3pp | 67.2%-18.8pp |
| Annual return | 20.23% | 2670.75%-2650.5pp | 591.07%-570.8pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,554 | $2,314-32.9% | $3,022-48.6% | $2,670-41.8% |
| Participant deferral / active EE | $2,712 | $3,318-18.3% | $4,438-38.9% | $4,125-34.3% |
| Admin fee / account holder | $1,828 | $4,112-55.5% | $5,614-67.4% | $5,651-67.6% |