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 | $100,458 | $115,770-13.2% | $101,248-0.8% | $158,922-36.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 11.13% | 56.14%-45.0pp | 46.47%-35.3pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,962 | $4,175-53.0% | $3,660-46.4% | $4,761-58.8% |
| Participant deferral / active EE | $3,198 | $4,957-35.5% | $4,370-26.8% | $5,982-46.5% |
| Admin fee / account holder | $940 | $7,245-87.0% | $5,945-84.2% | $11,246-91.6% |