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 | $59,706 | $49,138+21.5% | $84,015-28.9% | $65,185-8.4% |
| Participation rate | 29.5% | 60.7%-31.2pp | 69.0%-39.5pp | 70.2%-40.7pp |
| Annual return | 19.67% | 23.00%-3.3pp | 71.31%-51.6pp | 29.38%-9.7pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,381 | $2,397-42.4% | $3,239-57.4% | $3,514-60.7% |
| Admin fee / account holder | $3,925 | $543+622.4% | $6,101-35.7% | $847+363.4% |