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 | $76,805 | $54,701+40.4% | $86,188-10.9% | $71,457+7.5% |
| Participation rate | 46.6% | 60.1%-13.6pp | 69.0%-22.4pp | 67.9%-21.4pp |
| Annual return | 17.60% | 20.06%-2.5pp | 1168.45%-1150.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,458 | $3,108+11.2% | $3,985-13.2% | $4,289-19.4% |
| Admin fee / account holder | $5,840 | $1,922+203.9% | $6,852-14.8% | $1,587+267.9% |