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 | $102,360 | $63,346+61.6% | $92,233+11.0% | $70,131+46.0% |
| Participation rate | 49.3% | 68.7%-19.4pp | 76.5%-27.2pp | 69.5%-20.3pp |
| Annual return | 15.38% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,479 | $2,854+56.9% | $3,897+14.9% | $3,332+34.4% |
| Admin fee / account holder | $2,663 | $3,840-30.7% | $5,194-48.7% | $4,645-42.7% |