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 | $71,782 | $59,417+20.8% | $93,606-23.3% | $74,495-3.6% |
| Participation rate | 20.6% | 59.7%-39.0pp | 68.7%-48.1pp | 67.2%-46.6pp |
| Annual return | 32.67% | 81.83%-49.2pp | 133.20%-100.5pp | 1364.94%-1332.3pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,473 | $3,050-51.7% | $4,411-66.6% | $4,346-66.1% |
| Admin fee / account holder | $796 | $3,021-73.6% | $8,285-90.4% | $1,942-59.0% |