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 | $158,311 | $155,788+1.6% | $124,672+27.0% | $167,490-5.5% |
| Participation rate | 42.1% | 81.1%-39.0pp | 74.6%-32.5pp | 82.1%-40.0pp |
| Annual return | 13.42% | 17.97%-4.6pp | 5142.93%-5129.5pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,610 | $4,163-61.3% | $3,324-51.6% | $4,837-66.7% |
| Participant deferral / active EE | $2,519 | $5,673-55.6% | $4,614-45.4% | $6,341-60.3% |
| Admin fee / account holder | $19,039 | $9,531+99.8% | $7,493+154.1% | $12,309+54.7% |