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 | $152,428 | $81,632+86.7% | $70,449+116.4% | $158,922-4.1% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.1%-12.6pp | 82.0%-19.5pp |
| Annual return | 7.58% | 208.40%-200.8pp | 109.03%-101.5pp | 302.83%-295.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,100 | $4,554+55.9% | $3,709+91.4% | $5,982+18.7% |
| Admin fee / account holder | $5,710 | $6,193-7.8% | $3,845+48.5% | $11,246-49.2% |