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 | $48,252 | $105,181-54.1% | $159,436-69.7% | $85,850-43.8% |
| Participation rate | 63.8% | 75.8%-12.0pp | 82.8%-19.1pp | 69.3%-5.5pp |
| Annual return | 30.94% | 45.07%-14.1pp | 263.57%-232.6pp | 318.53%-287.6pp |
| Employer contribution / active EE | $2,021 | $3,318-39.1% | $4,829-58.2% | $2,565-21.2% |
| Participant deferral / active EE | $3,132 | $5,945-47.3% | $7,352-57.4% | $3,952-20.7% |
| Admin fee / account holder | $2,092 | $6,933-69.8% | $10,799-80.6% | $6,260-66.6% |