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 | $47,073 | $49,173-4.3% | $121,098-61.1% | $75,163-37.4% |
| Participation rate | 58.3% | 55.4%+2.9pp | 69.5%-11.2pp | 67.2%-8.9pp |
| Annual return | 15.19% | 55.99%-40.8pp | 985.75%-970.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,393 | $1,546-9.8% | $4,164-66.5% | $2,670-47.8% |
| Participant deferral / active EE | $3,020 | $2,628+14.9% | $4,080-26.0% | $4,125-26.8% |
| Admin fee / account holder | $2,004 | $3,942-49.1% | $5,644-64.5% | $5,651-64.5% |