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 | $173,027 | $105,181+64.5% | $159,436+8.5% | $85,850+101.5% |
| Participation rate | 69.1% | 75.8%-6.7pp | 82.8%-13.7pp | 69.3%-0.2pp |
| Annual return | 17.82% | 45.07%-27.2pp | 263.57%-245.7pp | 318.53%-300.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,632 | $5,945+28.4% | $7,352+3.8% | $3,952+93.1% |
| Admin fee / account holder | $5,651 | $6,933-18.5% | $10,799-47.7% | $6,260-9.7% |