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 | $106,301 | $159,901-33.5% | $146,958-27.7% | $145,922-27.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.66% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,374 | $5,286-74.0% | $4,933-72.1% | $4,660-70.5% |
| Participant deferral / active EE | $7,990 | $8,428-5.2% | $8,070-1.0% | $6,688+19.5% |
| Admin fee / account holder | $79,255 | $15,044+426.8% | $12,998+509.7% | $13,397+491.6% |