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 | $67,778 | $59,417+14.1% | $93,606-27.6% | $74,495-9.0% |
| Participation rate | 29.5% | 59.7%-30.2pp | 68.7%-39.3pp | 67.2%-37.7pp |
| Annual return | 12.45% | 81.83%-69.4pp | 133.20%-120.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $367 | $1,264-71.0% | $2,420-84.8% | $2,623-86.0% |
| Participant deferral / active EE | $2,193 | $3,050-28.1% | $4,411-50.3% | $4,346-49.5% |
| Admin fee / account holder | $3,248 | $3,021+7.5% | $8,285-60.8% | $1,942+67.3% |