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 | $72,356 | $105,181-31.2% | $159,436-54.6% | $85,850-15.7% |
| Participation rate | 46.3% | 75.8%-29.4pp | 82.8%-36.5pp | 69.3%-23.0pp |
| Annual return | 12.74% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,484 | $3,318-55.3% | $4,829-69.3% | $2,565-42.2% |
| Participant deferral / active EE | $3,224 | $5,945-45.8% | $7,352-56.1% | $3,952-18.4% |
| Admin fee / account holder | $7,369 | $6,933+6.3% | $10,799-31.8% | $6,260+17.7% |