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 | $84,453 | $126,574-33.3% | $106,213-20.5% | $145,922-42.1% |
| Participation rate | 64.7% | 77.6%-12.9pp | 75.3%-10.6pp | 80.3%-15.6pp |
| Annual return | 15.97% | 224.79%-208.8pp | 116.14%-100.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,399 | $3,730-8.9% | $3,171+7.2% | $4,660-27.1% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,140 | $17,304-93.4% | $11,033-89.7% | $13,397-91.5% |