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 | $84,527 | $132,634-36.3% | $115,768-27.0% | $137,256-38.4% |
| Participation rate | 41.2% | 77.9%-36.7pp | 74.4%-33.2pp | 80.0%-38.8pp |
| Annual return | 13.29% | 160.70%-147.4pp | 100.46%-87.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,162 | $5,619-25.9% | $4,917-15.4% | $6,407-35.0% |
| Admin fee / account holder | $48,786 | $15,028+224.6% | $12,439+292.2% | $12,270+297.6% |