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 5-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 | $62,990 | $54,701+15.2% | $86,188-26.9% | $71,457-11.8% |
| Participation rate | 49.7% | 60.1%-10.5pp | 69.0%-19.3pp | 67.9%-18.3pp |
| Annual return | 17.16% | 20.06%-2.9pp | 1168.45%-1151.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $518 | $1,265-59.0% | $2,380-78.2% | $2,588-80.0% |
| Participant deferral / active EE | $3,487 | $3,108+12.2% | $3,985-12.5% | $4,289-18.7% |
| Admin fee / account holder | $2,192 | $1,922+14.1% | $6,852-68.0% | $1,587+38.1% |