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 | $112,186 | $101,069+11.0% | $81,478+37.7% | $147,584-24.0% |
| Participation rate | 35.0% | 74.5%-39.5pp | 68.0%-33.0pp | 82.8%-47.8pp |
| Annual return | 16.53% | 32.40%-15.9pp | 38.78%-22.2pp | 578.55%-562.0pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $617 | $4,242-85.4% | $3,537-82.5% | $5,439-88.6% |
| Admin fee / account holder | $3,955 | $5,812-31.9% | $4,561-13.3% | $10,885-63.7% |