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 | $106,531 | $54,705+94.7% | $71,209+49.6% | $84,808+25.6% |
| Participation rate | 25.9% | 64.1%-38.2pp | 73.8%-47.9pp | 68.3%-42.4pp |
| Annual return | 16.07% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $517 | $2,158-76.0% | $2,721-81.0% | $2,631-80.3% |
| Participant deferral / active EE | $805 | $3,030-73.4% | $4,175-80.7% | $4,212-80.9% |
| Admin fee / account holder | $2,485 | $4,863-48.9% | $5,349-53.5% | $7,344-66.2% |