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 | $50,380 | $96,635-47.9% | $86,612-41.8% | $139,434-63.9% |
| Participation rate | 36.8% | 74.4%-37.6pp | 71.7%-34.9pp | 80.3%-43.5pp |
| Annual return | 15.30% | 106.41%-91.1pp | 591.07%-575.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,524 | $4,836-68.5% | $4,438-65.7% | $6,710-77.3% |
| Admin fee / account holder | $12,470 | $6,408+94.6% | $5,614+122.1% | $11,403+9.4% |