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 | $106,855 | $154,117-30.7% | $129,995-17.8% | $139,434-23.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 77.96% | 32.48%+45.5pp | -137.18%+215.1pp | 372.94%-295.0pp |
| Employer contribution / active EE | $2,533 | $5,289-52.1% | $4,320-41.4% | $4,751-46.7% |
| Participant deferral / active EE | $7,201 | $6,710+7.3% | $5,820+23.7% | $6,710+7.3% |
| Admin fee / account holder | $800 | $14,007-94.3% | $10,614-92.5% | $11,403-93.0% |