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 | $99,937 | $107,334-6.9% | $92,893+7.6% | $152,861-34.6% |
| Participation rate | 46.7% | 79.8%-33.1pp | 76.0%-29.3pp | 82.4%-35.8pp |
| Annual return | 23.68% | 145.58%-121.9pp | 109.41%-85.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,316 | $4,221-68.8% | $3,653-64.0% | $4,762-72.4% |
| Participant deferral / active EE | $6,313 | $4,845+30.3% | $4,236+49.0% | $5,850+7.9% |
| Admin fee / account holder | $954 | $7,079-86.5% | $5,794-83.5% | $11,596-91.8% |