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 | $65,270 | $57,281+13.9% | $86,612-24.6% | $75,163-13.2% |
| Participation rate | 55.8% | 63.2%-7.4pp | 71.7%-15.9pp | 67.2%-11.4pp |
| Annual return | 16.98% | 2670.75%-2653.8pp | 591.07%-574.1pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,614 | $3,318-21.2% | $4,438-41.1% | $4,125-36.6% |
| Admin fee / account holder | $4,602 | $4,112+11.9% | $5,614-18.0% | $5,651-18.6% |