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 | $149,877 | $165,984-9.7% | $164,813-9.1% | $145,922+2.7% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.6%-25.3pp | 80.3%-26.9pp |
| Annual return | 10.43% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,445 | $5,273-72.6% | $4,341-66.7% | $4,660-69.0% |
| Participant deferral / active EE | $3,505 | $6,959-49.6% | $6,031-41.9% | $6,688-47.6% |
| Admin fee / account holder | $3,062 | $16,648-81.6% | $12,690-75.9% | $13,397-77.1% |