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 | $46,757 | $96,635-51.6% | $86,612-46.0% | $139,434-66.5% |
| Participation rate | 68.2% | 74.4%-6.2pp | 71.7%-3.5pp | 80.3%-12.1pp |
| Annual return | 15.63% | 106.41%-90.8pp | 591.07%-575.4pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,956 | $3,263-40.1% | $3,022-35.3% | $4,751-58.8% |
| Participant deferral / active EE | $2,599 | $4,836-46.3% | $4,438-41.4% | $6,710-61.3% |
| Admin fee / account holder | $2,352 | $6,408-63.3% | $5,614-58.1% | $11,403-79.4% |