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 | $122,053 | $150,187-18.7% | $120,354+1.4% | $145,922-16.4% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 10.69% | 154.07%-143.4pp | 107.15%-96.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $889 | $4,348-79.6% | $3,463-74.3% | $4,660-80.9% |
| Participant deferral / active EE | $8,065 | $6,173+30.6% | $4,991+61.6% | $6,688+20.6% |
| Admin fee / account holder | $930 | $12,207-92.4% | $9,423-90.1% | $13,397-93.1% |