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 | $83,444 | $159,901-47.8% | $146,958-43.2% | $145,922-42.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.20% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,372 | $5,286-55.1% | $4,933-51.9% | $4,660-49.1% |
| Participant deferral / active EE | $6,226 | $8,428-26.1% | $8,070-22.8% | $6,688-6.9% |
| Admin fee / account holder | $92,593 | $15,044+515.5% | $12,998+612.4% | $13,397+591.2% |