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 | $73,017 | $138,065-47.1% | $123,544-40.9% | $135,375-46.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 10.53% | 153.68%-143.2pp | 119.20%-108.7pp | 519.73%-509.2pp |
| Employer contribution / active EE | $3,000 | $5,151-41.8% | $4,628-35.2% | $4,779-37.2% |
| Participant deferral / active EE | $6,264 | $6,799-7.9% | $6,426-2.5% | $5,609+11.7% |
| Admin fee / account holder | $27,975 | $10,916+156.3% | $9,284+201.3% | $10,827+158.4% |