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 | $94,230 | $105,998-11.1% | $92,233+2.2% | $147,584-36.2% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 23.17% | 50.05%-26.9pp | 176.28%-153.1pp | 578.55%-555.4pp |
| Employer contribution / active EE | $7,183 | $4,333+65.8% | $3,679+95.2% | $4,876+47.3% |
| Participant deferral / active EE | $3,550 | $4,478-20.7% | $3,897-8.9% | $5,439-34.7% |
| Admin fee / account holder | $685 | $6,332-89.2% | $5,194-86.8% | $10,885-93.7% |