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 | $204,722 | $105,181+94.6% | $159,436+28.4% | $85,850+138.5% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.8%-15.3pp | 69.3%-1.7pp |
| Annual return | 39.52% | 45.07%-5.6pp | 263.57%-224.1pp | 318.53%-279.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,093 | $5,945-14.3% | $7,352-30.7% | $3,952+28.9% |
| Admin fee / account holder | $2,537 | $6,933-63.4% | $10,799-76.5% | $6,260-59.5% |