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 | $73,393 | $85,202-13.9% | $172,739-57.5% | $72,985+0.6% |
| Participation rate | 54.4% | 70.1%-15.6pp | 82.6%-28.2pp | 69.5%-15.1pp |
| Annual return | 23.32% | 27.32%-4.0pp | 802.84%-779.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,300 | $3,324-60.9% | $5,143-74.7% | $2,440-46.7% |
| Participant deferral / active EE | $2,798 | $3,260-14.2% | $5,198-46.2% | $3,607-22.4% |
| Admin fee / account holder | $4,373 | $5,884-25.7% | $13,954-68.7% | $5,124-14.7% |