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 | $159,206 | $201,272-20.9% | $184,203-13.6% | $145,922+9.1% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.1pp |
| Annual return | 15.14% | 29.00%-13.9pp | 28.81%-13.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,339 | $7,022-66.7% | $6,427-63.6% | $4,660-49.8% |
| Participant deferral / active EE | $8,816 | $9,806-10.1% | $9,131-3.4% | $6,688+31.8% |
| Admin fee / account holder | $12,547 | $16,364-23.3% | $13,901-9.7% | $13,397-6.3% |