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 | $73,399 | $65,409+12.2% | $98,442-25.4% | $85,850-14.5% |
| Participation rate | 46.4% | 65.0%-18.6pp | 73.3%-26.9pp | 69.3%-22.9pp |
| Annual return | 12.49% | 21.76%-9.3pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,787 | $3,166+51.2% | $4,276+11.9% | $3,952+21.1% |
| Admin fee / account holder | $23,824 | $4,593+418.7% | $5,949+300.5% | $6,260+280.6% |