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 | $79,388 | $137,414-42.2% | $189,513-58.1% | $85,850-7.5% |
| Participation rate | 61.2% | 84.6%-23.4pp | 87.8%-26.6pp | 69.3%-8.1pp |
| Annual return | 40.91% | 38.14%+2.8pp | 555.15%-514.2pp | 318.53%-277.6pp |
| Employer contribution / active EE | $3,821 | $4,344-12.1% | $6,162-38.0% | $2,565+48.9% |
| Participant deferral / active EE | $5,441 | $6,260-13.1% | $8,221-33.8% | $3,952+37.7% |
| Admin fee / account holder | $5,347 | $8,630-38.0% | $12,045-55.6% | $6,260-14.6% |