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 | $89,590 | $117,841-24.0% | $102,423-12.5% | $145,922-38.6% |
| Participation rate | 15.8% | 78.6%-62.8pp | 76.5%-60.7pp | 80.3%-64.5pp |
| Annual return | 10.90% | 31.65%-20.8pp | 29.32%-18.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $892 | $3,615-75.3% | $3,023-70.5% | $4,660-80.8% |
| Participant deferral / active EE | $1,938 | $5,731-66.2% | $5,053-61.6% | $6,688-71.0% |
| Admin fee / account holder | $7,864 | $13,326-41.0% | $9,451-16.8% | $13,397-41.3% |