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 | $155,781 | $152,509+2.1% | $117,472+32.6% | $134,475+15.8% |
| Participation rate | 16.7% | 77.1%-60.4pp | 70.6%-53.9pp | 81.2%-64.6pp |
| Annual return | -12.50% | 52.99%-65.5pp | 29.74%-42.2pp | 417.96%-430.5pp |
| Employer contribution / active EE | $983 | $5,571-82.3% | $4,176-76.5% | $4,740-79.3% |
| Participant deferral / active EE | $983 | $4,818-79.6% | $4,070-75.8% | $6,400-84.6% |
| Admin fee / account holder | $33,327 | $7,004+375.8% | $5,645+490.4% | $11,426+191.7% |