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 | $80,415 | $65,561+22.7% | $86,188-6.7% | $75,163+7.0% |
| Participation rate | 44.2% | 60.5%-16.3pp | 69.0%-24.7pp | 67.2%-23.0pp |
| Annual return | 16.17% | 46.05%-29.9pp | 1168.45%-1152.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,789 | $3,024-40.8% | $3,985-55.1% | $4,125-56.6% |
| Admin fee / account holder | $6,272 | $5,474+14.6% | $6,852-8.5% | $5,651+11.0% |