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 | $104,120 | $93,346+11.5% | $71,796+45.0% | $273,961-62.0% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.1%-49.1pp | 83.0%-63.0pp |
| Annual return | 4.85% | 130.39%-125.5pp | 78.04%-73.2pp | 41.45%-36.6pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,008 | $3,475-71.0% | $2,794-63.9% | $5,287-80.9% |
| Admin fee / account holder | $3,700 | $6,571-43.7% | $4,815-23.2% | $10,132-63.5% |