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 | $56,487 | $106,890-47.2% | $84,015-32.8% | $152,861-63.0% |
| Participation rate | 64.7% | 75.2%-10.5pp | 69.0%-4.3pp | 82.4%-17.7pp |
| Annual return | 56.83% | 104.99%-48.2pp | 71.31%-14.5pp | 345.32%-288.5pp |
| Employer contribution / active EE | $1,221 | $2,734-55.4% | $1,983-38.5% | $4,762-74.4% |
| Participant deferral / active EE | $2,897 | $4,011-27.8% | $3,239-10.6% | $5,850-50.5% |
| Admin fee / account holder | $4,253 | $8,285-48.7% | $6,101-30.3% | $11,596-63.3% |