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 | $56,030 | $59,402-5.7% | $93,654-40.2% | $74,546-24.8% |
| Participation rate | 52.5% | 59.7%-7.2pp | 68.7%-16.2pp | 67.2%-14.7pp |
| Annual return | 12.66% | 81.86%-69.2pp | 133.34%-120.7pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $900 | $1,265-28.9% | $2,421-62.8% | $2,624-65.7% |
| Participant deferral / active EE | $2,194 | $3,049-28.0% | $4,413-50.3% | $4,347-49.5% |
| Admin fee / account holder | $3,386 | $3,023+12.0% | $8,282-59.1% | $1,944+74.2% |