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 | $128,206 | $159,901-19.8% | $146,958-12.8% | $145,922-12.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 21.24% | 98.13%-76.9pp | 418.34%-397.1pp | 561.29%-540.0pp |
| Employer contribution / active EE | $2,457 | $5,286-53.5% | $4,933-50.2% | $4,660-47.3% |
| Participant deferral / active EE | $11,454 | $8,428+35.9% | $8,070+41.9% | $6,688+71.3% |
| Admin fee / account holder | $1,137 | $15,044-92.4% | $12,998-91.3% | $13,397-91.5% |