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 | $70,916 | $158,398-55.2% | $126,539-44.0% | $142,382-50.2% |
| Participation rate | 25.0% | 75.8%-50.8pp | 69.8%-44.8pp | 80.1%-55.1pp |
| Annual return | 16.58% | 593.76%-577.2pp | 425.95%-409.4pp | 217.08%-200.5pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $750 | $4,767-84.3% | $4,083-81.6% | $6,507-88.5% |
| Admin fee / account holder | $16,024 | $6,918+131.6% | $6,065+164.2% | $12,624+26.9% |