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 | $63,303 | $99,921-36.6% | $85,009-25.5% | $145,959-56.6% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 23.09% | 83.89%-60.8pp | 66.47%-43.4pp | 561.95%-538.9pp |
| Employer contribution / active EE | $8,302 | $3,233+156.8% | $2,728+204.3% | $4,661+78.1% |
| Participant deferral / active EE | $27,315 | $5,293+416.1% | $4,522+504.1% | $6,689+308.4% |
| Admin fee / account holder | $141,151 | $7,252+1846.4% | $6,153+2194.2% | $13,398+953.5% |