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 | $136,624 | $157,256-13.1% | $141,162-3.2% | $152,861-10.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 32.04% | 64.32%-32.3pp | 71.39%-39.4pp | 345.32%-313.3pp |
| Employer contribution / active EE | $1,277 | $5,261-75.7% | $4,735-73.0% | $4,762-73.2% |
| Participant deferral / active EE | $5,138 | $7,109-27.7% | $6,709-23.4% | $5,850-12.2% |
| Admin fee / account holder | $929 | $12,120-92.3% | $10,261-90.9% | $11,596-92.0% |