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 | $57,837 | $111,814-48.3% | $93,654-38.2% | $145,959-60.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.92% | 203.30%-194.4pp | 133.34%-124.4pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,383 | $3,092-55.3% | $2,421-42.9% | $4,661-70.3% |
| Participant deferral / active EE | $2,021 | $4,914-58.9% | $4,413-54.2% | $6,689-69.8% |
| Admin fee / account holder | $7,260 | $10,246-29.2% | $8,282-12.3% | $13,398-45.8% |