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 | $170,425 | $129,217+31.9% | $93,406+82.5% | $158,922+7.2% |
| Participation rate | 50.0% | 71.0%-21.0pp | 66.8%-16.8pp | 82.0%-32.0pp |
| Annual return | 16.04% | 118.21%-102.2pp | 78.05%-62.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $340 | $3,909-91.3% | $3,126-89.1% | $5,982-94.3% |
| Admin fee / account holder | $730 | $7,383-90.1% | $5,230-86.1% | $11,246-93.5% |