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 | $83,993 | $65,561+28.1% | $86,188-2.5% | $75,163+11.7% |
| Participation rate | 37.0% | 60.5%-23.5pp | 69.0%-31.9pp | 67.2%-30.2pp |
| Annual return | 20.31% | 46.05%-25.7pp | 1168.45%-1148.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,764 | $3,024+24.5% | $3,985-5.5% | $4,125-8.7% |
| Admin fee / account holder | $1,064 | $5,474-80.6% | $6,852-84.5% | $5,651-81.2% |