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 | $116,678 | $84,487+38.1% | $125,339-6.9% | $66,914+74.4% |
| Participation rate | 60.9% | 76.4%-15.5pp | 82.4%-21.5pp | 69.8%-8.9pp |
| Annual return | 265.75% | -8.39%+274.1pp | 572.05%-306.3pp | 1.58%+264.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,436 | $6,781-49.3% | $7,446-53.9% | $4,237-18.9% |
| Admin fee / account holder | $2,196 | $685+220.5% | $10,010-78.1% | $593+270.1% |