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 | $117,841-58.8% | $102,423-52.6% | $145,922-66.7% |
| Participation rate | 55.6% | 78.6%-23.0pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 15.80% | 31.65%-15.9pp | 29.32%-13.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,367 | $3,615-34.5% | $3,023-21.7% | $4,660-49.2% |
| Participant deferral / active EE | $2,045 | $5,731-64.3% | $5,053-59.5% | $6,688-69.4% |
| Admin fee / account holder | $2,948 | $13,326-77.9% | $9,451-68.8% | $13,397-78.0% |