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 | $53,826 | $65,561-17.9% | $86,188-37.5% | $75,163-28.4% |
| Participation rate | 68.9% | 60.5%+8.4pp | 69.0%-0.1pp | 67.2%+1.7pp |
| Annual return | 15.89% | 46.05%-30.2pp | 1168.45%-1152.6pp | 160.62%-144.7pp |
| Employer contribution / active EE | $711 | $1,553-54.2% | $2,380-70.1% | $2,670-73.4% |
| Participant deferral / active EE | $3,825 | $3,024+26.5% | $3,985-4.0% | $4,125-7.3% |
| Admin fee / account holder | $5,757 | $5,474+5.2% | $6,852-16.0% | $5,651+1.9% |