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 | $123,322 | $108,172+14.0% | $77,482+59.2% | $158,922-22.4% |
| Participation rate | 37.5% | 64.4%-26.9pp | 54.2%-16.7pp | 82.0%-44.5pp |
| Annual return | 10.30% | 31.67%-21.4pp | 54.79%-44.5pp | 302.83%-292.5pp |
| Employer contribution / active EE | $103 | $1,325-92.2% | $986-89.5% | $4,761-97.8% |
| Participant deferral / active EE | $503 | $2,456-79.5% | $1,861-73.0% | $5,982-91.6% |
| Admin fee / account holder | $1,651 | $3,708-55.5% | $2,858-42.2% | $11,246-85.3% |