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 | $48,022 | $117,841-59.2% | $102,423-53.1% | $145,922-67.1% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.6pp |
| Annual return | 12.98% | 31.65%-18.7pp | 29.32%-16.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,870 | $3,615-48.3% | $3,023-38.2% | $4,660-59.9% |
| Participant deferral / active EE | $4,840 | $5,731-15.5% | $5,053-4.2% | $6,688-27.6% |
| Admin fee / account holder | $2,373 | $13,326-82.2% | $9,451-74.9% | $13,397-82.3% |