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 | $93,759 | $105,998-11.5% | $92,233+1.7% | $147,584-36.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 13.63% | 50.05%-36.4pp | 176.28%-162.7pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,554 | $4,333-64.1% | $3,679-57.8% | $4,876-68.1% |
| Participant deferral / active EE | $3,689 | $4,478-17.6% | $3,897-5.3% | $5,439-32.2% |
| Admin fee / account holder | $18,763 | $6,332+196.3% | $5,194+261.3% | $10,885+72.4% |