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 | $156,498 | $124,319+25.9% | $111,297+40.6% | $167,490-6.6% |
| Participation rate | 54.5% | 79.6%-25.1pp | 77.3%-22.8pp | 82.1%-27.6pp |
| Annual return | 13.29% | 37.44%-24.1pp | 54.65%-41.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,866 | $5,180-44.7% | $4,487-36.1% | $6,341-54.8% |
| Admin fee / account holder | $47,965 | $10,618+351.7% | $7,964+502.3% | $12,309+289.7% |