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 | $149,698 | $95,416+56.9% | $185,823-19.4% | $85,850+74.4% |
| Participation rate | 38.3% | 68.8%-30.5pp | 81.7%-43.4pp | 69.3%-31.0pp |
| Annual return | 14.57% | 23.59%-9.0pp | 122.05%-107.5pp | 318.53%-304.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,435 | $3,423-28.9% | $5,568-56.3% | $3,952-38.4% |
| Admin fee / account holder | $3,900 | $7,213-45.9% | $16,237-76.0% | $6,260-37.7% |