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 | $129,281 | $124,319+4.0% | $111,297+16.2% | $167,490-22.8% |
| Participation rate | 36.4% | 79.6%-43.3pp | 77.3%-40.9pp | 82.1%-45.7pp |
| Annual return | 63.59% | 37.44%+26.1pp | 54.65%+8.9pp | 478.56%-415.0pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,956 | $5,180-42.9% | $4,487-34.1% | $6,341-53.4% |
| Admin fee / account holder | $419 | $10,618-96.1% | $7,964-94.7% | $12,309-96.6% |