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 4-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 | $104,714 | $101,618+3.0% | $93,063+12.5% | $137,256-23.7% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 26.76% | 223.95%-197.2pp | 34.15%-7.4pp | 220.34%-193.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,779 | $4,279+35.0% | $3,958+46.0% | $6,407-9.8% |
| Admin fee / account holder | $5,000 | $6,198-19.3% | $6,033-17.1% | $12,270-59.3% |