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 | $86,763 | $85,766+1.2% | $136,294-36.3% | $70,131+23.7% |
| Participation rate | 49.4% | 74.2%-24.8pp | 81.9%-32.5pp | 69.5%-20.1pp |
| Annual return | 41.26% | 31.45%+9.8pp | 5155.94%-5114.7pp | 73.14%-31.9pp |
| Employer contribution / active EE | $1,157 | $2,966-61.0% | $4,695-75.4% | $2,342-50.6% |
| Participant deferral / active EE | $2,142 | $5,051-57.6% | $6,247-65.7% | $3,332-35.7% |
| Admin fee / account holder | $499 | $5,420-90.8% | $9,243-94.6% | $4,645-89.3% |