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 | $74,400 | $31,310+137.6% | $53,898+38.0% | $74,304+0.1% |
| Participation rate | 65.0% | 30.7%+34.4pp | 55.0%+10.1pp | 60.3%+4.7pp |
| Annual return | 18.63% | 23.16%-4.5pp | 528.60%-510.0pp | 29.43%-10.8pp |
| Employer contribution / active EE | $2,963 | $450+558.8% | $932+217.9% | $2,241+32.2% |
| Participant deferral / active EE | $6,082 | $934+551.0% | $1,826+233.0% | $3,767+61.4% |
| Admin fee / account holder | $4,012 | $2,175+84.4% | $2,491+61.1% | $2,969+35.1% |