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 | $122,731 | $124,319-1.3% | $111,297+10.3% | $167,490-26.7% |
| Participation rate | 30.0% | 79.6%-49.6pp | 77.3%-47.3pp | 82.1%-52.1pp |
| Annual return | 31.62% | 37.44%-5.8pp | 54.65%-23.0pp | 478.56%-446.9pp |
| Employer contribution / active EE | $842 | $3,435-75.5% | $2,731-69.2% | $4,837-82.6% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,487-100.0% | $6,341-100.0% |
| Admin fee / account holder | $42,889 | $10,618+303.9% | $7,964+438.5% | $12,309+248.4% |