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 | $100,713 | $117,859-14.5% | $102,438-1.7% | $145,959-31.0% |
| Participation rate | 56.3% | 78.6%-22.3pp | 76.5%-20.2pp | 80.3%-24.0pp |
| Annual return | 10.90% | 31.72%-20.8pp | 29.37%-18.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,542 | $3,615-57.3% | $3,024-49.0% | $4,661-66.9% |
| Participant deferral / active EE | $3,666 | $5,732-36.0% | $5,054-27.4% | $6,689-45.2% |
| Admin fee / account holder | $1,182 | $13,318-91.1% | $9,448-87.5% | $13,398-91.2% |