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 | $99,585 | $102,317-2.7% | $146,958-32.2% | $80,856+23.2% |
| Participation rate | 47.4% | 75.8%-28.5pp | 82.2%-34.8pp | 67.6%-20.3pp |
| Annual return | 29.88% | 134.76%-104.9pp | 418.34%-388.5pp | 35.59%-5.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,133 | $6,644+52.5% | $8,070+25.6% | $4,296+135.9% |
| Admin fee / account holder | $10,716 | $7,941+34.9% | $12,998-17.6% | $6,918+54.9% |