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 | $54,056 | $30,400+77.8% | $53,898+0.3% | $84,808-36.3% |
| Participation rate | 28.6% | 46.4%-17.9pp | 55.0%-26.4pp | 68.3%-39.7pp |
| Annual return | 15.00% | 500.19%-485.2pp | 528.60%-513.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $913 | $1,199-23.8% | $1,826-50.0% | $4,212-78.3% |
| Admin fee / account holder | $1,431 | $1,993-28.2% | $2,491-42.6% | $7,344-80.5% |