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 | $60,878 | $26,114+133.1% | $58,482+4.1% | $74,419-18.2% |
| Participation rate | 24.6% | 32.1%-7.5pp | 50.9%-26.2pp | 70.7%-46.1pp |
| Annual return | 18.05% | 32.51%-14.5pp | 4239.32%-4221.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $618 | $536+15.4% | $1,053-41.3% | $2,637-76.6% |
| Participant deferral / active EE | $1,092 | $1,075+1.6% | $1,924-43.2% | $4,528-75.9% |
| Admin fee / account holder | $6,873 | $649+958.8% | $2,516+173.2% | $348+1875.9% |