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 | $88,644 | $67,823+30.7% | $52,425+69.1% | $137,256-35.4% |
| Participation rate | 68.2% | 63.9%+4.3pp | 55.6%+12.6pp | 80.0%-11.8pp |
| Annual return | 15.08% | 219.11%-204.0pp | 302.12%-287.0pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,954 | $2,288+29.1% | $1,790+65.0% | $6,407-53.9% |
| Admin fee / account holder | $4,945 | $2,844+73.9% | $2,495+98.2% | $12,270-59.7% |