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 | $102,863 | $65,409+57.3% | $98,442+4.5% | $85,850+19.8% |
| Participation rate | 51.5% | 65.0%-13.5pp | 73.3%-21.8pp | 69.3%-17.8pp |
| Annual return | 14.13% | 21.76%-7.6pp | 1492.73%-1478.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,733 | $3,166+81.1% | $4,276+34.1% | $3,952+45.1% |
| Admin fee / account holder | $6,146 | $4,593+33.8% | $5,949+3.3% | $6,260-1.8% |