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 | $81,449 | $106,515-23.5% | $96,683-15.8% | $139,434-41.6% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 75.97% | 38.43%+37.5pp | 35.69%+40.3pp | 372.94%-297.0pp |
| Employer contribution / active EE | $10,277 | $4,103+150.5% | $3,737+175.0% | $4,751+116.3% |
| Participant deferral / active EE | $6,688 | $5,454+22.6% | $4,878+37.1% | $6,710-0.3% |
| Admin fee / account holder | $165,353 | $7,877+1999.2% | $6,730+2357.1% | $11,403+1350.1% |