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 | $49,685 | $34,934+42.2% | $56,411-11.9% | $74,495-33.3% |
| Participation rate | 22.5% | 32.8%-10.3pp | 52.5%-30.0pp | 67.2%-44.7pp |
| Annual return | 16.37% | 25.94%-9.6pp | 1701.33%-1685.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $514 | $609-15.6% | $1,039-50.5% | $2,623-80.4% |
| Participant deferral / active EE | $1,098 | $1,170-6.2% | $1,952-43.8% | $4,346-74.7% |
| Admin fee / account holder | $566 | $2,364-76.1% | $2,829-80.0% | $1,942-70.9% |