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 | $138,205 | $85,022+62.6% | $70,515+96.0% | $139,434-0.9% |
| Participation rate | 46.7% | 73.9%-27.2pp | 68.3%-21.7pp | 80.3%-33.7pp |
| Annual return | 17.52% | 30.38%-12.9pp | 32.77%-15.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,258 | $3,909-42.2% | $2,973-24.1% | $4,751-52.5% |
| Participant deferral / active EE | $4,496 | $5,890-23.7% | $4,567-1.6% | $6,710-33.0% |
| Admin fee / account holder | $1,155 | $8,906-87.0% | $6,412-82.0% | $11,403-89.9% |