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 | $159,766 | $95,416+67.4% | $185,823-14.0% | $85,850+86.1% |
| Participation rate | 51.5% | 68.8%-17.3pp | 81.7%-30.2pp | 69.3%-17.8pp |
| Annual return | 15.80% | 23.59%-7.8pp | 122.05%-106.3pp | 318.53%-302.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,678 | $3,423+36.7% | $5,568-16.0% | $3,952+18.4% |
| Admin fee / account holder | $1,705 | $7,213-76.4% | $16,237-89.5% | $6,260-72.8% |