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 | $95,438 | $117,841-19.0% | $102,423-6.8% | $145,922-34.6% |
| Participation rate | 45.8% | 78.6%-32.8pp | 76.5%-30.7pp | 80.3%-34.4pp |
| Annual return | 15.38% | 31.65%-16.3pp | 29.32%-13.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,938 | $3,615-46.4% | $3,023-35.9% | $4,660-58.4% |
| Participant deferral / active EE | $3,990 | $5,731-30.4% | $5,053-21.0% | $6,688-40.3% |
| Admin fee / account holder | $1,234 | $13,326-90.7% | $9,451-86.9% | $13,397-90.8% |