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 | $99,628 | $105,998-6.0% | $92,233+8.0% | $147,584-32.5% |
| Participation rate | 61.9% | 80.4%-18.5pp | 76.5%-14.6pp | 82.8%-20.9pp |
| Annual return | 16.08% | 50.05%-34.0pp | 176.28%-160.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,614 | $4,333-62.8% | $3,679-56.1% | $4,876-66.9% |
| Participant deferral / active EE | $4,255 | $4,478-5.0% | $3,897+9.2% | $5,439-21.8% |
| Admin fee / account holder | $6,341 | $6,332+0.1% | $5,194+22.1% | $10,885-41.8% |