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 | $131,426 | $47,479+176.8% | $62,929+108.9% | $82,448+59.4% |
| Participation rate | 66.7% | 66.9%-0.2pp | 73.1%-6.4pp | 68.1%-1.4pp |
| Annual return | 15.57% | 20.34%-4.8pp | 1063.93%-1048.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,307 | $2,870+119.7% | $3,888+62.2% | $4,139+52.4% |
| Admin fee / account holder | $35,057 | $3,804+821.7% | $5,065+592.2% | $7,234+384.6% |