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 | $91,860 | $100,852-8.9% | $90,404+1.6% | $158,922-42.2% |
| Participation rate | 27.3% | 75.0%-47.7pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 14.10% | 1724.20%-1710.1pp | 1293.02%-1278.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,317 | $4,348-69.7% | $3,963-66.8% | $5,982-78.0% |
| Admin fee / account holder | $2,760 | $6,501-57.5% | $5,611-50.8% | $11,246-75.5% |