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 | $41,217 | $183,519-77.5% | $155,509-73.5% | $145,922-71.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 15.32% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,249 | $5,313-76.5% | $4,672-73.3% | $4,660-73.2% |
| Participant deferral / active EE | $7,864 | $6,462+21.7% | $5,626+39.8% | $6,688+17.6% |
| Admin fee / account holder | $552,162 | $19,313+2759.0% | $15,912+3370.1% | $13,397+4021.5% |