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 | $112,579 | $106,890+5.3% | $84,015+34.0% | $152,861-26.4% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.4%-27.9pp |
| Annual return | 16.84% | 104.99%-88.1pp | 71.31%-54.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,399 | $4,011-40.2% | $3,239-25.9% | $5,850-59.0% |
| Admin fee / account holder | $1,064 | $8,285-87.2% | $6,101-82.6% | $11,596-90.8% |