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 | $84,191 | $127,386-33.9% | $115,037-26.8% | $125,391-32.9% |
| Participation rate | 65.2% | 84.2%-18.9pp | 81.4%-16.1pp | 83.2%-18.0pp |
| Annual return | 5.01% | 31.28%-26.3pp | 26.14%-21.1pp | 282.22%-277.2pp |
| Employer contribution / active EE | $2,109 | $5,166-59.2% | $4,608-54.2% | $4,866-56.7% |
| Participant deferral / active EE | $8,260 | $6,423+28.6% | $6,026+37.1% | $5,352+54.3% |
| Admin fee / account holder | $12,137 | $9,516+27.5% | $8,175+48.5% | $9,540+27.2% |