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 | $105,448 | $117,841-10.5% | $102,423+3.0% | $145,922-27.7% |
| Participation rate | 30.0% | 78.6%-48.6pp | 76.5%-46.5pp | 80.3%-50.3pp |
| Annual return | 9.83% | 31.65%-21.8pp | 29.32%-19.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,372 | $3,615-62.1% | $3,023-54.6% | $4,660-70.6% |
| Participant deferral / active EE | $4,739 | $5,731-17.3% | $5,053-6.2% | $6,688-29.1% |
| Admin fee / account holder | $137,603 | $13,326+932.6% | $9,451+1356.0% | $13,397+927.1% |