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 | $118,917 | $149,734-20.6% | $118,9250% | $158,922-25.2% |
| Participation rate | 62.5% | 82.1%-19.6pp | 75.4%-12.9pp | 82.0%-19.5pp |
| Annual return | 9.25% | 19.95%-10.7pp | 35.88%-26.6pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,697 | $4,115-58.8% | $3,263-48.0% | $4,761-64.3% |
| Participant deferral / active EE | $9,656 | $5,223+84.9% | $4,265+126.4% | $5,982+61.4% |
| Admin fee / account holder | $21,687 | $8,603+152.1% | $6,581+229.6% | $11,246+92.8% |