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 | $28,001 | $117,859-76.2% | $102,438-72.7% | $145,959-80.8% |
| Participation rate | 55.6% | 78.6%-23.0pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 10.89% | 31.72%-20.8pp | 29.37%-18.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,481 | $3,615-59.0% | $3,024-51.0% | $4,661-68.2% |
| Participant deferral / active EE | $2,572 | $5,732-55.1% | $5,054-49.1% | $6,689-61.5% |
| Admin fee / account holder | $2,973 | $13,318-77.7% | $9,448-68.5% | $13,398-77.8% |