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 | $57,760 | $49,173+17.5% | $121,098-52.3% | $75,163-23.2% |
| Participation rate | 16.7% | 55.4%-38.7pp | 69.5%-52.8pp | 67.2%-50.5pp |
| Annual return | 15.13% | 55.99%-40.9pp | 985.75%-970.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,023 | $2,628-61.1% | $4,080-74.9% | $4,125-75.2% |
| Admin fee / account holder | $2,472 | $3,942-37.3% | $5,644-56.2% | $5,651-56.3% |