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 | $78,700 | $96,635-18.6% | $86,612-9.1% | $139,434-43.6% |
| Participation rate | 31.8% | 74.4%-42.6pp | 71.7%-39.9pp | 80.3%-48.5pp |
| Annual return | 16.98% | 106.41%-89.4pp | 591.07%-574.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,425 | $4,836-8.5% | $4,438-0.3% | $6,710-34.1% |
| Admin fee / account holder | $7,385 | $6,408+15.2% | $5,614+31.5% | $11,403-35.2% |