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 | $102,403 | $96,635+6.0% | $86,612+18.2% | $139,434-26.6% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 14.70% | 106.41%-91.7pp | 591.07%-576.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,955 | $3,263-40.1% | $3,022-35.3% | $4,751-58.8% |
| Participant deferral / active EE | $4,036 | $4,836-16.5% | $4,438-9.0% | $6,710-39.8% |
| Admin fee / account holder | $835 | $6,408-87.0% | $5,614-85.1% | $11,403-92.7% |