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 | $91,748 | $117,841-22.1% | $102,423-10.4% | $145,922-37.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 13.48% | 31.65%-18.2pp | 29.32%-15.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,209 | $3,615-38.9% | $3,023-26.9% | $4,660-52.6% |
| Participant deferral / active EE | $2,209 | $5,731-61.5% | $5,053-56.3% | $6,688-67.0% |
| Admin fee / account holder | $6,564 | $13,326-50.7% | $9,451-30.5% | $13,397-51.0% |