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 | $35,235 | $49,922-29.4% | $80,569-56.3% | $75,163-53.1% |
| Participation rate | 62.1% | 55.3%+6.8pp | 67.0%-4.9pp | 67.2%-5.1pp |
| Annual return | 15.34% | 34.69%-19.3pp | 935.43%-920.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,178 | $2,990-60.6% | $4,447-73.5% | $4,125-71.5% |
| Admin fee / account holder | $1,451 | $3,577-59.4% | $5,377-73.0% | $5,651-74.3% |