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 | $128,189 | $124,319+3.1% | $111,297+15.2% | $167,490-23.5% |
| Participation rate | 25.0% | 79.6%-54.6pp | 77.3%-52.3pp | 82.1%-57.1pp |
| Annual return | 13.21% | 37.44%-24.2pp | 54.65%-41.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,136 | $3,435-66.9% | $2,731-58.4% | $4,837-76.5% |
| Participant deferral / active EE | $2,262 | $5,180-56.3% | $4,487-49.6% | $6,341-64.3% |
| Admin fee / account holder | $786 | $10,618-92.6% | $7,964-90.1% | $12,309-93.6% |