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 | $83,021 | $100,773-17.6% | $88,946-6.7% | $142,382-41.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 53.21% | 70.18%-17.0pp | 57.82%-4.6pp | 217.08%-163.9pp |
| Employer contribution / active EE | $1,001 | $2,918-65.7% | $2,555-60.8% | $4,299-76.7% |
| Participant deferral / active EE | $1,053 | $5,230-79.9% | $4,581-77.0% | $6,507-83.8% |
| Admin fee / account holder | $5,072 | $9,693-47.7% | $8,261-38.6% | $12,624-59.8% |