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 | $126,263 | $117,841+7.1% | $102,423+23.3% | $145,922-13.5% |
| Participation rate | 31.3% | 78.6%-47.3pp | 76.5%-45.2pp | 80.3%-49.0pp |
| Annual return | 11.12% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,013 | $5,731-64.9% | $5,053-60.2% | $6,688-69.9% |
| Admin fee / account holder | $4,289 | $13,326-67.8% | $9,451-54.6% | $13,397-68.0% |