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 | $91,685 | $59,417+54.3% | $93,606-2.1% | $74,495+23.1% |
| Participation rate | 42.3% | 59.7%-17.4pp | 68.7%-26.4pp | 67.2%-24.9pp |
| Annual return | 11.36% | 81.83%-70.5pp | 133.20%-121.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $448 | $1,264-64.6% | $2,420-81.5% | $2,623-82.9% |
| Participant deferral / active EE | $1,908 | $3,050-37.4% | $4,411-56.8% | $4,346-56.1% |
| Admin fee / account holder | $4,783 | $3,021+58.3% | $8,285-42.3% | $1,942+146.3% |