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 | $95,787 | $109,327-12.4% | $89,391+7.2% | $158,922-39.7% |
| Participation rate | 58.3% | 74.3%-15.9pp | 68.0%-9.6pp | 82.0%-23.6pp |
| Annual return | 7.95% | 345.68%-337.7pp | 245.62%-237.7pp | 302.83%-294.9pp |
| Employer contribution / active EE | $2,088 | $3,170-34.1% | $2,586-19.2% | $4,761-56.1% |
| Participant deferral / active EE | $5,981 | $4,598+30.1% | $3,890+53.8% | $5,9820% |
| Admin fee / account holder | $98,728 | $6,153+1504.6% | $4,881+1922.5% | $11,246+777.9% |