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 | $51,343 | $117,841-56.4% | $102,423-49.9% | $145,922-64.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.13% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,951 | $3,615-46.0% | $3,023-35.5% | $4,660-58.1% |
| Participant deferral / active EE | $7,981 | $5,731+39.3% | $5,053+57.9% | $6,688+19.3% |
| Admin fee / account holder | $593 | $13,326-95.6% | $9,451-93.7% | $13,397-95.6% |