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 | $105,551 | $96,305+9.6% | $80,569+31.0% | $139,434-24.3% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 13.10% | 1350.08%-1337.0pp | 935.43%-922.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,236 | $3,262-62.1% | $2,723-54.6% | $4,751-74.0% |
| Participant deferral / active EE | $4,772 | $5,232-8.8% | $4,447+7.3% | $6,710-28.9% |
| Admin fee / account holder | $65,076 | $6,599+886.2% | $5,377+1110.2% | $11,403+470.7% |