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 | $117,318 | $118,849-1.3% | $96,562+21.5% | $167,490-30.0% |
| Participation rate | 38.9% | 75.5%-36.6pp | 69.8%-30.9pp | 82.1%-43.2pp |
| Annual return | 14.75% | 50.49%-35.7pp | 37.78%-23.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $941 | $3,120-69.8% | $2,356-60.1% | $4,837-80.5% |
| Participant deferral / active EE | $3,091 | $4,616-33.0% | $3,849-19.7% | $6,341-51.3% |
| Admin fee / account holder | $792 | $8,065-90.2% | $6,181-87.2% | $12,309-93.6% |