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 3-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 | $146,107 | $117,859+24.0% | $102,438+42.6% | $145,959+0.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.09% | 31.72%-17.6pp | 29.37%-15.3pp | 561.95%-547.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,832 | $5,732-15.7% | $5,054-4.4% | $6,689-27.8% |
| Admin fee / account holder | $19,381 | $13,318+45.5% | $9,448+105.1% | $13,398+44.7% |