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 | $30,499 | $159,901-80.9% | $146,958-79.2% | $145,922-79.1% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.3pp |
| Annual return | 9.71% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,769 | $5,286-66.5% | $4,933-64.1% | $4,660-62.0% |
| Participant deferral / active EE | $2,969 | $8,428-64.8% | $8,070-63.2% | $6,688-55.6% |
| Admin fee / account holder | $8,577 | $15,044-43.0% | $12,998-34.0% | $13,397-36.0% |