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 | $87,642 | $117,841-25.6% | $102,423-14.4% | $145,922-39.9% |
| Participation rate | 64.7% | 78.6%-13.9pp | 76.5%-11.8pp | 80.3%-15.6pp |
| Annual return | 27.52% | 31.65%-4.1pp | 29.32%-1.8pp | 561.29%-533.8pp |
| Employer contribution / active EE | $2,051 | $3,615-43.2% | $3,023-32.1% | $4,660-56.0% |
| Participant deferral / active EE | $3,160 | $5,731-44.9% | $5,053-37.5% | $6,688-52.7% |
| Admin fee / account holder | $2,531 | $13,326-81.0% | $9,451-73.2% | $13,397-81.1% |