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 | $137,210 | $112,096+22.4% | $95,952+43.0% | $158,922-13.7% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | 13.15% | 171.09%-157.9pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,381 | $4,784-50.2% | $4,167-42.9% | $5,982-60.2% |
| Admin fee / account holder | $14,322 | $10,130+41.4% | $6,795+110.8% | $11,246+27.4% |