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 | $117,453 | $159,602-26.4% | $150,045-21.7% | $142,382-17.5% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.3%-27.8pp | 80.1%-25.6pp |
| Annual return | 16.01% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,420 | $4,961-51.2% | $4,693-48.4% | $4,299-43.7% |
| Participant deferral / active EE | $8,145 | $8,310-2.0% | $7,997+1.8% | $6,507+25.2% |
| Admin fee / account holder | $144,912 | $14,846+876.1% | $13,435+978.6% | $12,624+1047.9% |