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 | $107,621 | $117,841-8.7% | $102,423+5.1% | $145,922-26.2% |
| Participation rate | 68.8% | 78.6%-9.8pp | 76.5%-7.7pp | 80.3%-11.5pp |
| Annual return | 15.94% | 31.65%-15.7pp | 29.32%-13.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,294 | $3,615-36.5% | $3,023-24.1% | $4,660-50.8% |
| Participant deferral / active EE | $4,761 | $5,731-16.9% | $5,053-5.8% | $6,688-28.8% |
| Admin fee / account holder | $413 | $13,326-96.9% | $9,451-95.6% | $13,397-96.9% |