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 | $87,627 | $105,998-17.3% | $92,233-5.0% | $147,584-40.6% |
| Participation rate | 53.8% | 80.4%-26.6pp | 76.5%-22.6pp | 82.8%-29.0pp |
| Annual return | 13.69% | 50.05%-36.4pp | 176.28%-162.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,135 | $4,333-73.8% | $3,679-69.2% | $4,876-76.7% |
| Participant deferral / active EE | $5,180 | $4,478+15.7% | $3,897+32.9% | $5,439-4.8% |
| Admin fee / account holder | $46,171 | $6,332+629.1% | $5,194+789.0% | $10,885+324.2% |