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 | $102,353 | $117,983-13.2% | $101,794+0.5% | $142,382-28.1% |
| Participation rate | 47.1% | 74.2%-27.2pp | 69.2%-22.1pp | 80.1%-33.1pp |
| Annual return | 11.77% | 36.92%-25.1pp | 30.53%-18.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,118 | $2,773-23.6% | $2,289-7.5% | $4,299-50.7% |
| Participant deferral / active EE | $3,272 | $4,714-30.6% | $4,084-19.9% | $6,507-49.7% |
| Admin fee / account holder | $515 | $10,433-95.1% | $8,777-94.1% | $12,624-95.9% |