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 | $136,031 | $110,502+23.1% | $80,716+68.5% | $167,490-18.8% |
| Participation rate | 47.1% | 64.0%-16.9pp | 54.2%-7.1pp | 82.1%-35.0pp |
| Annual return | 22.06% | 120.54%-98.5pp | 87.28%-65.2pp | 478.56%-456.5pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,923 | $2,871+1.8% | $2,146+36.2% | $6,341-53.9% |
| Admin fee / account holder | $5,719 | $4,545+25.9% | $3,380+69.2% | $12,309-53.5% |