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 | $113,062 | $111,724+1.2% | $93,606+20.8% | $145,922-22.5% |
| Participation rate | 31.8% | 74.2%-42.4pp | 68.7%-36.9pp | 80.3%-48.5pp |
| Annual return | 10.33% | 202.98%-192.6pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,285 | $4,912-53.5% | $4,411-48.2% | $6,688-65.8% |
| Admin fee / account holder | $5,210 | $10,250-49.2% | $8,285-37.1% | $13,397-61.1% |