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 | $85,211 | $137,414-38.0% | $189,513-55.0% | $85,850-0.7% |
| Participation rate | 59.3% | 84.6%-25.3pp | 87.8%-28.5pp | 69.3%-10.0pp |
| Annual return | 14.46% | 38.14%-23.7pp | 555.15%-540.7pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,155 | $4,344-50.4% | $6,162-65.0% | $2,565-16.0% |
| Participant deferral / active EE | $5,046 | $6,260-19.4% | $8,221-38.6% | $3,952+27.7% |
| Admin fee / account holder | $11,346 | $8,630+31.5% | $12,045-5.8% | $6,260+81.2% |