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 | $93,839 | $117,841-20.4% | $102,423-8.4% | $145,922-35.7% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 14.68% | 31.65%-17.0pp | 29.32%-14.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,099 | $3,615-69.6% | $3,023-63.6% | $4,660-76.4% |
| Participant deferral / active EE | $4,417 | $5,731-22.9% | $5,053-12.6% | $6,688-34.0% |
| Admin fee / account holder | $1,297 | $13,326-90.3% | $9,451-86.3% | $13,397-90.3% |