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 | $103,686 | $108,919-4.8% | $100,391+3.3% | $145,922-28.9% |
| Participation rate | 46.7% | 82.9%-36.3pp | 81.5%-34.8pp | 80.3%-33.6pp |
| Annual return | 29.33% | 57.88%-28.6pp | 49.20%-19.9pp | 561.29%-532.0pp |
| Employer contribution / active EE | $2,034 | $4,419-54.0% | $3,942-48.4% | $4,660-56.3% |
| Participant deferral / active EE | $3,348 | $8,445-60.4% | $8,082-58.6% | $6,688-49.9% |
| Admin fee / account holder | $18,182 | $9,689+87.7% | $7,899+130.2% | $13,397+35.7% |