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 | $41,506 | $49,173-15.6% | $121,098-65.7% | $75,163-44.8% |
| Participation rate | 10.9% | 55.4%-44.5pp | 69.5%-58.5pp | 67.2%-56.3pp |
| Annual return | 16.57% | 55.99%-39.4pp | 985.75%-969.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,148 | $2,628-56.3% | $4,080-71.9% | $4,125-72.2% |
| Admin fee / account holder | $13,339 | $3,942+238.4% | $5,644+136.3% | $5,651+136.1% |