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 | $66,139 | $105,181-37.1% | $159,436-58.5% | $85,850-23.0% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.8%-21.3pp | 69.3%-7.8pp |
| Annual return | 17.40% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $2,030 | $3,318-38.8% | $4,829-58.0% | $2,565-20.8% |
| Participant deferral / active EE | $7,123 | $5,945+19.8% | $7,352-3.1% | $3,952+80.3% |
| Admin fee / account holder | $3,771 | $6,933-45.6% | $10,799-65.1% | $6,260-39.8% |