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 | $74,677 | $27,915+167.5% | $58,482+27.7% | $75,163-0.6% |
| Participation rate | 37.3% | 38.8%-1.5pp | 50.9%-13.5pp | 67.2%-29.9pp |
| Annual return | 17.07% | 44.20%-27.1pp | 4239.32%-4222.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,321 | $1,201+93.2% | $1,924+20.6% | $4,125-43.7% |
| Admin fee / account holder | $2,258 | $1,726+30.8% | $2,516-10.3% | $5,651-60.0% |