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 | $113,306 | $104,907+8.0% | $84,611+33.9% | $152,861-25.9% |
| Participation rate | 27.3% | 74.8%-47.5pp | 68.2%-41.0pp | 82.4%-55.2pp |
| Annual return | 18.42% | 373.79%-355.4pp | 258.74%-240.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,931 | $4,688-58.8% | $3,899-50.5% | $5,850-67.0% |
| Admin fee / account holder | $16,035 | $6,241+156.9% | $4,912+226.4% | $11,596+38.3% |