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 | $80,066 | $102,317-21.7% | $146,958-45.5% | $80,856-1.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 19.24% | 134.76%-115.5pp | 418.34%-399.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $1,507 | $3,713-59.4% | $4,933-69.5% | $2,755-45.3% |
| Participant deferral / active EE | $7,801 | $6,644+17.4% | $8,070-3.3% | $4,296+81.6% |
| Admin fee / account holder | $15,355 | $7,941+93.4% | $12,998+18.1% | $6,918+122.0% |