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 | $76,081 | $54,573+39.4% | $90,951-16.3% | $73,488+3.5% |
| Participation rate | 41.0% | 61.2%-20.2pp | 69.0%-28.0pp | 70.7%-29.7pp |
| Annual return | 23.69% | 16.69%+7.0pp | 134.60%-110.9pp | 28.51%-4.8pp |
| Employer contribution / active EE | $562 | $991-43.4% | $2,122-73.5% | $2,270-75.3% |
| Participant deferral / active EE | $3,150 | $2,517+25.2% | $3,373-6.6% | $3,740-15.8% |
| Admin fee / account holder | $7,170 | $521+1275.1% | $5,959+20.3% | $513+1297.5% |