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 | $118,076 | $180,449-34.6% | $154,107-23.4% | $135,375-12.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -0.59% | 888.09%-888.7pp | 735.12%-735.7pp | 519.73%-520.3pp |
| Employer contribution / active EE | $1,890 | $6,035-68.7% | $5,298-64.3% | $4,779-60.4% |
| Participant deferral / active EE | $5,360 | $5,806-7.7% | $5,081+5.5% | $5,609-4.4% |
| Admin fee / account holder | $15,878 | $16,143-1.6% | $13,411+18.4% | $10,827+46.7% |