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 | $31,524 | $58,851-46.4% | $115,157-72.6% | $72,985-56.8% |
| Participation rate | 24.4% | 65.5%-41.2pp | 75.9%-51.5pp | 69.5%-45.1pp |
| Annual return | 50.29% | 23.16%+27.1pp | 35.60%+14.7pp | 81.00%-30.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,022 | $2,643-61.3% | $4,168-75.5% | $3,607-71.7% |
| Admin fee / account holder | $8,792 | $6,370+38.0% | $7,088+24.0% | $5,124+71.6% |