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 | $117,252 | $117,381-0.1% | $99,443+17.9% | $152,861-23.3% |
| Participation rate | 57.1% | 77.5%-20.4pp | 73.8%-16.7pp | 82.4%-25.3pp |
| Annual return | 18.25% | 31.87%-13.6pp | 30.72%-12.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,650 | $3,013-45.2% | $2,540-35.0% | $4,762-65.4% |
| Participant deferral / active EE | $1,939 | $4,086-52.5% | $3,619-46.4% | $5,850-66.9% |
| Admin fee / account holder | $825 | $7,631-89.2% | $6,250-86.8% | $11,596-92.9% |