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 | $94,424 | $104,486-9.6% | $76,817+22.9% | $152,861-38.2% |
| Participation rate | 56.3% | 76.6%-20.3pp | 72.1%-15.8pp | 82.4%-26.2pp |
| Annual return | 25.00% | 1013.37%-988.4pp | 1166.11%-1141.1pp | 345.32%-320.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,027 | $4,236-4.9% | $3,336+20.7% | $5,850-31.2% |
| Admin fee / account holder | $3,774 | $12,275-69.3% | $6,420-41.2% | $11,596-67.5% |