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 | $48,579 | $117,859-58.8% | $102,438-52.6% | $145,959-66.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 8.89% | 31.72%-22.8pp | 29.37%-20.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $1,378 | $3,615-61.9% | $3,024-54.4% | $4,661-70.4% |
| Participant deferral / active EE | $3,194 | $5,732-44.3% | $5,054-36.8% | $6,689-52.2% |
| Admin fee / account holder | $557 | $13,318-95.8% | $9,448-94.1% | $13,398-95.8% |