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 | $65,446 | $57,281+14.3% | $86,612-24.4% | $75,163-12.9% |
| Participation rate | 28.6% | 63.2%-34.6pp | 71.7%-43.1pp | 67.2%-38.6pp |
| Annual return | 14.28% | 2670.75%-2656.5pp | 591.07%-576.8pp | 160.62%-146.3pp |
| Employer contribution / active EE | $816 | $2,314-64.7% | $3,022-73.0% | $2,670-69.4% |
| Participant deferral / active EE | $1,644 | $3,318-50.4% | $4,438-62.9% | $4,125-60.1% |
| Admin fee / account holder | $4,291 | $4,112+4.4% | $5,614-23.6% | $5,651-24.1% |