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 | $69,393 | $115,770-40.1% | $101,248-31.5% | $158,922-56.3% |
| Participation rate | 59.1% | 79.4%-20.3pp | 75.8%-16.7pp | 82.0%-22.9pp |
| Annual return | 15.02% | 56.14%-41.1pp | 46.47%-31.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $3,307 | $4,175-20.8% | $3,660-9.6% | $4,761-30.5% |
| Participant deferral / active EE | $9,215 | $4,957+85.9% | $4,370+110.9% | $5,982+54.0% |
| Admin fee / account holder | $5,253 | $7,245-27.5% | $5,945-11.7% | $11,246-53.3% |