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 8-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 | $71,176 | $117,841-39.6% | $102,423-30.5% | $145,922-51.2% |
| Participation rate | 55.6% | 78.6%-23.0pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 12.65% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,285 | $3,615-36.8% | $3,023-24.4% | $4,660-51.0% |
| Participant deferral / active EE | $4,732 | $5,731-17.4% | $5,053-6.4% | $6,688-29.2% |
| Admin fee / account holder | $418 | $13,326-96.9% | $9,451-95.6% | $13,397-96.9% |