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 | $100,879 | $106,890-5.6% | $84,015+20.1% | $152,861-34.0% |
| Participation rate | 64.7% | 75.2%-10.5pp | 69.0%-4.3pp | 82.4%-17.7pp |
| Annual return | 24.73% | 104.99%-80.3pp | 71.31%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,432 | $4,011-39.4% | $3,239-24.9% | $5,850-58.4% |
| Admin fee / account holder | $1,887 | $8,285-77.2% | $6,101-69.1% | $11,596-83.7% |