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 | $96,696 | $117,859-18.0% | $102,438-5.6% | $145,959-33.8% |
| Participation rate | 47.4% | 78.6%-31.2pp | 76.5%-29.1pp | 80.3%-32.9pp |
| Annual return | 14.95% | 31.72%-16.8pp | 29.37%-14.4pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,056 | $3,615-70.8% | $3,024-65.1% | $4,661-77.3% |
| Participant deferral / active EE | $4,702 | $5,732-18.0% | $5,054-7.0% | $6,689-29.7% |
| Admin fee / account holder | $922 | $13,318-93.1% | $9,448-90.2% | $13,398-93.1% |