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 | $99,745 | $72,277+38.0% | $101,248-1.5% | $79,858+24.9% |
| Participation rate | 48.3% | 68.5%-20.1pp | 75.8%-27.5pp | 69.6%-21.3pp |
| Annual return | 17.94% | 22.30%-4.4pp | 46.47%-28.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,729 | $2,692-35.8% | $3,660-52.7% | $2,471-30.0% |
| Participant deferral / active EE | $4,455 | $3,282+35.7% | $4,370+1.9% | $3,740+19.1% |
| Admin fee / account holder | $650 | $4,400-85.2% | $5,945-89.1% | $5,306-87.7% |