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 | $77,767 | $29,660+162.2% | $56,411+37.9% | $80,856-3.8% |
| Participation rate | 25.6% | 41.6%-16.1pp | 52.5%-26.9pp | 67.6%-42.1pp |
| Annual return | 13.17% | 35.23%-22.1pp | 1701.33%-1688.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,481 | $1,226+102.3% | $1,952+27.1% | $4,296-42.3% |
| Admin fee / account holder | $21,312 | $2,428+777.9% | $2,829+653.4% | $6,918+208.1% |