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 | $103,134 | $179,726-42.6% | $156,263-34.0% | $142,382-27.6% |
| Participation rate | 57.9% | 82.1%-24.2pp | 78.9%-21.0pp | 80.1%-22.2pp |
| Annual return | 14.01% | 77.86%-63.8pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,265 | $5,069-75.0% | $4,333-70.8% | $4,299-70.6% |
| Participant deferral / active EE | $4,211 | $6,956-39.5% | $6,158-31.6% | $6,507-35.3% |
| Admin fee / account holder | $117,875 | $17,272+582.5% | $14,255+726.9% | $12,624+833.8% |