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 | $96,099 | $99,652-3.6% | $78,778+22.0% | $147,584-34.9% |
| Participation rate | 36.4% | 76.2%-39.9pp | 69.2%-32.8pp | 82.8%-46.5pp |
| Annual return | 17.19% | 47.28%-30.1pp | 35.62%-18.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $981 | $2,796-64.9% | $1,986-50.6% | $4,876-79.9% |
| Participant deferral / active EE | $3,267 | $3,664-10.8% | $2,958+10.4% | $5,439-39.9% |
| Admin fee / account holder | $5,709 | $7,155-20.2% | $5,134+11.2% | $10,885-47.6% |