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 | $56,473 | $65,561-13.9% | $86,188-34.5% | $75,163-24.9% |
| Participation rate | 43.6% | 60.5%-16.9pp | 69.0%-25.3pp | 67.2%-23.6pp |
| Annual return | 15.39% | 46.05%-30.7pp | 1168.45%-1153.1pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,028 | $1,553-33.8% | $2,380-56.8% | $2,670-61.5% |
| Participant deferral / active EE | $3,111 | $3,024+2.9% | $3,985-21.9% | $4,125-24.6% |
| Admin fee / account holder | $9,351 | $5,474+70.8% | $6,852+36.5% | $5,651+65.5% |