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 | $83,999 | $102,966-18.4% | $90,281-7.0% | $152,861-45.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 23.30% | 95.16%-71.9pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,912 | $3,139-7.2% | $2,854+2.0% | $4,762-38.9% |
| Participant deferral / active EE | $7,221 | $4,281+68.7% | $3,885+85.9% | $5,850+23.4% |
| Admin fee / account holder | $325 | $6,171-94.7% | $5,351-93.9% | $11,596-97.2% |