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 | $46,610 | $117,841-60.4% | $102,423-54.5% | $145,922-68.1% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.0pp |
| Annual return | 11.40% | 31.65%-20.2pp | 29.32%-17.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,598 | $3,615-28.1% | $3,023-14.1% | $4,660-44.2% |
| Participant deferral / active EE | $4,179 | $5,731-27.1% | $5,053-17.3% | $6,688-37.5% |
| Admin fee / account holder | $8,383 | $13,326-37.1% | $9,451-11.3% | $13,397-37.4% |