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 | $58,235 | $39,019+49.2% | $80,716-27.9% | $85,850-32.2% |
| Participation rate | 59.3% | 41.5%+17.7pp | 54.2%+5.1pp | 69.3%-10.1pp |
| Annual return | 22.82% | 26.27%-3.5pp | 87.28%-64.5pp | 318.53%-295.7pp |
| Employer contribution / active EE | $4,227 | $722+485.5% | $1,160+264.4% | $2,565+64.8% |
| Participant deferral / active EE | $608 | $1,326-54.2% | $2,146-71.7% | $3,952-84.6% |
| Admin fee / account holder | $11,770 | $2,431+384.2% | $3,380+248.3% | $6,260+88.0% |