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 | $23,474 | $76,000-69.1% | $154,107-84.8% | $64,186-63.4% |
| Participation rate | 55.8% | 70.4%-14.6pp | 83.0%-27.3pp | 69.6%-13.8pp |
| Annual return | 11.46% | 30.32%-18.9pp | 735.12%-723.7pp | 7.63%+3.8pp |
| Employer contribution / active EE | $1,189 | $3,351-64.5% | $5,298-77.6% | $2,381-50.1% |
| Participant deferral / active EE | $1,722 | $3,175-45.8% | $5,081-66.1% | $3,470-50.4% |
| Admin fee / account holder | $926 | $5,596-83.4% | $13,411-93.1% | $4,888-81.1% |