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 | $13,279 | $108,172-87.7% | $77,482-82.9% | $158,922-91.6% |
| Participation rate | 58.8% | 64.4%-5.6pp | 54.2%+4.6pp | 82.0%-23.1pp |
| Annual return | 17.28% | 31.67%-14.4pp | 54.79%-37.5pp | 302.83%-285.5pp |
| Employer contribution / active EE | $704 | $1,325-46.9% | $986-28.6% | $4,761-85.2% |
| Participant deferral / active EE | $2,620 | $2,456+6.7% | $1,861+40.8% | $5,982-56.2% |
| Admin fee / account holder | $2,805 | $3,708-24.3% | $2,858-1.8% | $11,246-75.1% |