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 | $123,359 | $74,888+64.7% | $71,209+73.2% | $142,382-13.4% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 16.06% | 345.14%-329.1pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,259 | $4,454-4.4% | $4,175+2.0% | $6,507-34.5% |
| Admin fee / account holder | $3,511 | $5,568-36.9% | $5,349-34.4% | $12,624-72.2% |