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 | $77,406 | $108,172-28.4% | $77,482-0.1% | $158,922-51.3% |
| Participation rate | 45.8% | 64.4%-18.6pp | 54.2%-8.4pp | 82.0%-36.1pp |
| Annual return | 15.64% | 31.67%-16.0pp | 54.79%-39.1pp | 302.83%-287.2pp |
| Employer contribution / active EE | $902 | $1,325-31.9% | $986-8.6% | $4,761-81.1% |
| Participant deferral / active EE | $1,751 | $2,456-28.7% | $1,861-5.9% | $5,982-70.7% |
| Admin fee / account holder | $2,529 | $3,708-31.8% | $2,858-11.5% | $11,246-77.5% |