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 | $31,491 | $27,915+12.8% | $58,482-46.2% | $75,163-58.1% |
| Participation rate | 62.5% | 38.8%+23.7pp | 50.9%+11.6pp | 67.2%-4.7pp |
| Annual return | 17.78% | 44.20%-26.4pp | 4239.32%-4221.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,869 | $669+179.3% | $1,053+77.4% | $2,670-30.0% |
| Participant deferral / active EE | $5,295 | $1,201+340.7% | $1,924+175.2% | $4,125+28.3% |
| Admin fee / account holder | $702 | $1,726-59.3% | $2,516-72.1% | $5,651-87.6% |