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 | $98,536 | $111,724-11.8% | $93,606+5.3% | $145,922-32.5% |
| Participation rate | 47.4% | 74.2%-26.8pp | 68.7%-21.4pp | 80.3%-32.9pp |
| Annual return | 18.55% | 202.98%-184.4pp | 133.20%-114.6pp | 561.29%-542.7pp |
| Employer contribution / active EE | $762 | $3,090-75.3% | $2,420-68.5% | $4,660-83.6% |
| Participant deferral / active EE | $4,247 | $4,912-13.5% | $4,411-3.7% | $6,688-36.5% |
| Admin fee / account holder | $32,023 | $10,250+212.4% | $8,285+286.5% | $13,397+139.0% |