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 | $100,563 | $79,449+26.6% | $189,557-46.9% | $85,850+17.1% |
| Participation rate | 58.2% | 66.0%-7.8pp | 78.4%-20.3pp | 69.3%-11.1pp |
| Annual return | 22.79% | 18.45%+4.3pp | 64.17%-41.4pp | 318.53%-295.7pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,295 | $4,051-43.4% | $6,174-62.8% | $3,952-41.9% |
| Admin fee / account holder | $11,316 | $5,377+110.4% | $9,807+15.4% | $6,260+80.8% |