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 | $81,498 | $102,317-20.3% | $146,958-44.5% | $80,856+0.8% |
| Participation rate | 67.6% | 75.8%-8.3pp | 82.2%-14.6pp | 67.6%-0.1pp |
| Annual return | 14.41% | 134.76%-120.4pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,116 | $3,713-43.0% | $4,933-57.1% | $2,755-23.2% |
| Participant deferral / active EE | $5,060 | $6,644-23.8% | $8,070-37.3% | $4,296+17.8% |
| Admin fee / account holder | $9,808 | $7,941+23.5% | $12,998-24.5% | $6,918+41.8% |