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 | $126,117 | $99,918+26.2% | $81,382+55.0% | $145,922-13.6% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.5%-13.9pp | 80.3%-24.7pp |
| Annual return | 9.75% | 34.32%-24.6pp | 24.73%-15.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,343 | $4,605-49.1% | $3,883-39.7% | $6,688-65.0% |
| Admin fee / account holder | $39,022 | $8,212+375.2% | $5,768+576.5% | $13,397+191.3% |