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 | $134,525 | $117,841+14.2% | $102,423+31.3% | $145,922-7.8% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 16.59% | 31.65%-15.1pp | 29.32%-12.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,282 | $3,615-64.5% | $3,023-57.6% | $4,660-72.5% |
| Participant deferral / active EE | $2,423 | $5,731-57.7% | $5,053-52.0% | $6,688-63.8% |
| Admin fee / account holder | $2,622 | $13,326-80.3% | $9,451-72.3% | $13,397-80.4% |