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 | $86,629 | $96,635-10.4% | $86,6120% | $139,434-37.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 13.95% | 106.41%-92.5pp | 591.07%-577.1pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,003 | $3,263-38.6% | $3,022-33.7% | $4,751-57.8% |
| Participant deferral / active EE | $6,671 | $4,836+37.9% | $4,438+50.3% | $6,710-0.6% |
| Admin fee / account holder | $33,240 | $6,408+418.7% | $5,614+492.1% | $11,403+191.5% |