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 | $105,814 | $118,849-11.0% | $96,562+9.6% | $167,490-36.8% |
| Participation rate | 64.3% | 75.5%-11.2pp | 69.8%-5.5pp | 82.1%-17.8pp |
| Annual return | 14.32% | 50.49%-36.2pp | 37.78%-23.5pp | 478.56%-464.2pp |
| Employer contribution / active EE | $728 | $3,120-76.7% | $2,356-69.1% | $4,837-85.0% |
| Participant deferral / active EE | $1,666 | $4,616-63.9% | $3,849-56.7% | $6,341-73.7% |
| Admin fee / account holder | $3,144 | $8,065-61.0% | $6,181-49.1% | $12,309-74.5% |