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 | $137,125 | $86,286+58.9% | $111,297+23.2% | $85,850+59.7% |
| Participation rate | 57.6% | 73.3%-15.8pp | 77.3%-19.7pp | 69.3%-11.7pp |
| Annual return | 20.97% | 19.99%+1.0pp | 54.65%-33.7pp | 318.53%-297.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,758 | $3,641-51.7% | $4,487-60.8% | $3,952-55.5% |
| Admin fee / account holder | $1,064 | $8,188-87.0% | $7,964-86.6% | $6,260-83.0% |