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 | $99,543 | $104,251-4.5% | $91,001+9.4% | $147,584-32.6% |
| Participation rate | 47.8% | 78.2%-30.4pp | 75.6%-27.8pp | 82.8%-35.0pp |
| Annual return | 10.92% | 27.06%-16.1pp | 4.60%+6.3pp | 578.55%-567.6pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,455 | $4,195-65.3% | $3,547-59.0% | $5,439-73.3% |
| Admin fee / account holder | $1,789 | $8,948-80.0% | $5,417-67.0% | $10,885-83.6% |