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 | $95,821 | $105,998-9.6% | $92,233+3.9% | $147,584-35.1% |
| Participation rate | 59.1% | 80.4%-21.3pp | 76.5%-17.4pp | 82.8%-23.7pp |
| Annual return | 11.27% | 50.05%-38.8pp | 176.28%-165.0pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,126 | $4,333-74.0% | $3,679-69.4% | $4,876-76.9% |
| Participant deferral / active EE | $1,470 | $4,478-67.2% | $3,897-62.3% | $5,439-73.0% |
| Admin fee / account holder | $14,987 | $6,332+136.7% | $5,194+188.6% | $10,885+37.7% |