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 | $74,834 | $49,915+49.9% | $154,803-51.7% | $74,304+0.7% |
| Participation rate | 10.1% | 54.0%-43.8pp | 78.1%-67.9pp | 60.3%-50.2pp |
| Annual return | 13.91% | 34.06%-20.1pp | 58.88%-45.0pp | 29.43%-15.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $667 | $2,255-70.4% | $5,540-88.0% | $3,767-82.3% |
| Admin fee / account holder | $7,445 | $2,189+240.1% | $14,329-48.0% | $2,969+150.8% |