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 | $132,023 | $118,849+11.1% | $96,562+36.7% | $167,490-21.2% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 10.39% | 50.49%-40.1pp | 37.78%-27.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $747 | $3,120-76.1% | $2,356-68.3% | $4,837-84.6% |
| Participant deferral / active EE | $2,170 | $4,616-53.0% | $3,849-43.6% | $6,341-65.8% |
| Admin fee / account holder | $6,003 | $8,065-25.6% | $6,181-2.9% | $12,309-51.2% |