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 8-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 | $106,895 | $117,841-9.3% | $102,423+4.4% | $145,922-26.7% |
| Participation rate | 30.8% | 78.6%-47.8pp | 76.5%-45.7pp | 80.3%-49.5pp |
| Annual return | 10.22% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,491 | $3,615-58.8% | $3,023-50.7% | $4,660-68.0% |
| Participant deferral / active EE | $4,739 | $5,731-17.3% | $5,053-6.2% | $6,688-29.1% |
| Admin fee / account holder | $891 | $13,326-93.3% | $9,451-90.6% | $13,397-93.4% |