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 | $77,251 | $48,046+60.8% | $84,611-8.7% | $72,985+5.8% |
| Participation rate | 42.4% | 57.6%-15.2pp | 68.2%-25.8pp | 69.5%-27.1pp |
| Annual return | 24.13% | 37.38%-13.3pp | 258.74%-234.6pp | 81.00%-56.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,387 | $2,680+26.4% | $3,899-13.1% | $3,607-6.1% |
| Admin fee / account holder | $3,058 | $3,395-9.9% | $4,912-37.8% | $5,124-40.3% |