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 | $101,098 | $110,502-8.5% | $80,716+25.3% | $167,490-39.6% |
| Participation rate | 36.8% | 64.0%-27.1pp | 54.2%-17.3pp | 82.1%-45.3pp |
| Annual return | 10.13% | 120.54%-110.4pp | 87.28%-77.1pp | 478.56%-468.4pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,004 | $2,871-65.0% | $2,146-53.2% | $6,341-84.2% |
| Admin fee / account holder | $5,208 | $4,545+14.6% | $3,380+54.1% | $12,309-57.7% |