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 | $76,438 | $102,317-25.3% | $146,958-48.0% | $80,856-5.5% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.2%-17.9pp | 67.6%-3.4pp |
| Annual return | 20.24% | 134.76%-114.5pp | 418.34%-398.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $2,208 | $3,713-40.5% | $4,933-55.2% | $2,755-19.8% |
| Participant deferral / active EE | $5,666 | $6,644-14.7% | $8,070-29.8% | $4,296+31.9% |
| Admin fee / account holder | $830 | $7,941-89.5% | $12,998-93.6% | $6,918-88.0% |