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 | $160,059 | $102,317+56.4% | $146,958+8.9% | $80,856+98.0% |
| Participation rate | 68.7% | 75.8%-7.2pp | 82.2%-13.5pp | 67.6%+1.0pp |
| Annual return | 13.28% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,586 | $6,644-0.9% | $8,070-18.4% | $4,296+53.3% |
| Admin fee / account holder | $1,657 | $7,941-79.1% | $12,998-87.3% | $6,918-76.1% |