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 | $24,138 | $117,841-79.5% | $102,423-76.4% | $145,922-83.5% |
| Participation rate | 55.6% | 78.6%-23.0pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 10.47% | 31.65%-21.2pp | 29.32%-18.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,825 | $3,615-49.5% | $3,023-39.6% | $4,660-60.8% |
| Participant deferral / active EE | $3,399 | $5,731-40.7% | $5,053-32.7% | $6,688-49.2% |
| Admin fee / account holder | $2,026 | $13,326-84.8% | $9,451-78.6% | $13,397-84.9% |