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 | $61,592 | $65,561-6.1% | $86,188-28.5% | $75,163-18.1% |
| Participation rate | 57.5% | 60.5%-3.0pp | 69.0%-11.5pp | 67.2%-9.7pp |
| Annual return | 14.31% | 46.05%-31.7pp | 1168.45%-1154.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,909 | $1,553+23.0% | $2,380-19.8% | $2,670-28.5% |
| Participant deferral / active EE | $3,801 | $3,024+25.7% | $3,985-4.6% | $4,125-7.9% |
| Admin fee / account holder | $11,942 | $5,474+118.2% | $6,852+74.3% | $5,651+111.3% |