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 | $97,530 | $117,859-17.2% | $102,438-4.8% | $145,959-33.2% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.6pp |
| Annual return | 11.28% | 31.72%-20.4pp | 29.37%-18.1pp | 561.95%-550.7pp |
| Employer contribution / active EE | $1,427 | $3,615-60.5% | $3,024-52.8% | $4,661-69.4% |
| Participant deferral / active EE | $2,854 | $5,732-50.2% | $5,054-43.5% | $6,689-57.3% |
| Admin fee / account holder | $4,906 | $13,318-63.2% | $9,448-48.1% | $13,398-63.4% |