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 | $59,330 | $117,841-49.7% | $102,423-42.1% | $145,922-59.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 10.62% | 31.65%-21.0pp | 29.32%-18.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,803 | $3,615-50.1% | $3,023-40.4% | $4,660-61.3% |
| Participant deferral / active EE | $3,202 | $5,731-44.1% | $5,053-36.6% | $6,688-52.1% |
| Admin fee / account holder | $16,563 | $13,326+24.3% | $9,451+75.3% | $13,397+23.6% |