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 | $110,331 | $99,985+10.3% | $146,665-24.8% | $85,850+28.5% |
| Participation rate | 35.7% | 73.1%-37.3pp | 80.1%-44.4pp | 69.3%-33.6pp |
| Annual return | 26.37% | 18.93%+7.4pp | 22.74%+3.6pp | 318.53%-292.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,851 | $4,006-53.8% | $5,506-66.4% | $3,952-53.2% |
| Admin fee / account holder | $1,516 | $7,702-80.3% | $10,280-85.3% | $6,260-75.8% |