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 | $89,387 | $101,618-12.0% | $93,063-3.9% | $137,256-34.9% |
| Participation rate | 30.8% | 74.9%-44.2pp | 72.1%-41.3pp | 80.0%-49.2pp |
| Annual return | 14.29% | 223.95%-209.7pp | 34.15%-19.9pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,232 | $2,707-54.5% | $2,476-50.3% | $4,156-70.4% |
| Participant deferral / active EE | $3,381 | $4,279-21.0% | $3,958-14.6% | $6,407-47.2% |
| Admin fee / account holder | $5,054 | $6,198-18.5% | $6,033-16.2% | $12,270-58.8% |