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 | $97,973 | $105,181-6.9% | $159,436-38.6% | $85,850+14.1% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.8%-21.7pp | 69.3%-8.2pp |
| Annual return | 17.99% | 45.07%-27.1pp | 263.57%-245.6pp | 318.53%-300.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,137 | $5,945+104.2% | $7,352+65.1% | $3,952+207.1% |
| Admin fee / account holder | $1,779 | $6,933-74.3% | $10,799-83.5% | $6,260-71.6% |