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 | $78,121 | $117,841-33.7% | $102,423-23.7% | $145,922-46.5% |
| Participation rate | 68.4% | 78.6%-10.2pp | 76.5%-8.1pp | 80.3%-11.9pp |
| Annual return | 17.34% | 31.65%-14.3pp | 29.32%-12.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,300 | $3,615-36.4% | $3,023-23.9% | $4,660-50.6% |
| Participant deferral / active EE | $6,001 | $5,731+4.7% | $5,053+18.8% | $6,688-10.3% |
| Admin fee / account holder | $3,194 | $13,326-76.0% | $9,451-66.2% | $13,397-76.2% |