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 | $114,149 | $88,751+28.6% | $81,812+39.5% | $145,922-21.8% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.3%-26.9pp | 80.3%-34.8pp |
| Annual return | 11.92% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,213 | $4,643+12.3% | $4,319+20.7% | $6,688-22.0% |
| Admin fee / account holder | $12,794 | $8,415+52.0% | $7,386+73.2% | $13,397-4.5% |