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 | $77,662 | $121,341-36.0% | $189,513-59.0% | $79,386-2.2% |
| Participation rate | 51.0% | 86.1%-35.1pp | 87.8%-36.8pp | 70.7%-19.7pp |
| Annual return | 27.75% | 21.08%+6.7pp | 555.15%-527.4pp | 116.85%-89.1pp |
| Employer contribution / active EE | $0 | $3,915-100.0% | $6,162-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $9,295 | $6,395+45.3% | $8,221+13.1% | $4,046+129.8% |
| Admin fee / account holder | $2,368 | $651+263.5% | $12,045-80.3% | $626+277.9% |