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 | $101,814 | $105,998-3.9% | $92,233+10.4% | $147,584-31.0% |
| Participation rate | 54.2% | 80.4%-26.2pp | 76.5%-22.3pp | 82.8%-28.7pp |
| Annual return | 17.26% | 50.05%-32.8pp | 176.28%-159.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,135 | $4,333-73.8% | $3,679-69.1% | $4,876-76.7% |
| Participant deferral / active EE | $2,029 | $4,478-54.7% | $3,897-47.9% | $5,439-62.7% |
| Admin fee / account holder | $1,588 | $6,332-74.9% | $5,194-69.4% | $10,885-85.4% |