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 | $84,326 | $108,919-22.6% | $100,391-16.0% | $145,922-42.2% |
| Participation rate | 60.9% | 82.9%-22.1pp | 81.5%-20.6pp | 80.3%-19.4pp |
| Annual return | 10.76% | 57.88%-47.1pp | 49.20%-38.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $870 | $4,419-80.3% | $3,942-77.9% | $4,660-81.3% |
| Participant deferral / active EE | $5,620 | $8,445-33.4% | $8,082-30.5% | $6,688-16.0% |
| Admin fee / account holder | $41,102 | $9,689+324.2% | $7,899+420.3% | $13,397+206.8% |