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 | $99,036 | $149,040-33.6% | $120,225-17.6% | $137,256-27.8% |
| Participation rate | 15.8% | 75.4%-59.6pp | 69.6%-53.8pp | 80.0%-64.2pp |
| Annual return | 12.97% | 605.68%-592.7pp | 439.23%-426.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,093 | $4,350-74.9% | $3,475-68.6% | $4,156-73.7% |
| Participant deferral / active EE | $986 | $4,655-78.8% | $3,999-75.4% | $6,407-84.6% |
| Admin fee / account holder | $1,484 | $6,348-76.6% | $5,696-73.9% | $12,270-87.9% |