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 | $123,053 | $105,931+16.2% | $81,930+50.2% | $158,922-22.6% |
| Participation rate | 26.3% | 75.6%-49.3pp | 72.0%-45.7pp | 82.0%-55.6pp |
| Annual return | 13.88% | 38.17%-24.3pp | 29.49%-15.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,012 | $13,003-84.5% | $7,107-71.7% | $5,982-66.4% |
| Admin fee / account holder | $22,085 | $8,489+160.1% | $5,158+328.2% | $11,246+96.4% |