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 | $132,825 | $137,414-3.3% | $189,513-29.9% | $85,850+54.7% |
| Participation rate | 51.2% | 84.6%-33.4pp | 87.8%-36.6pp | 69.3%-18.1pp |
| Annual return | 14.90% | 38.14%-23.2pp | 555.15%-540.3pp | 318.53%-303.6pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,357 | $6,260-30.4% | $8,221-47.0% | $3,952+10.3% |
| Admin fee / account holder | $761 | $8,630-91.2% | $12,045-93.7% | $6,260-87.8% |