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 | $99,999 | $126,574-21.0% | $106,213-5.9% | $145,922-31.5% |
| Participation rate | 60.9% | 77.6%-16.8pp | 75.3%-14.4pp | 80.3%-19.4pp |
| Annual return | 11.95% | 224.79%-212.8pp | 116.14%-104.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,389 | $3,730-36.0% | $3,171-24.7% | $4,660-48.7% |
| Participant deferral / active EE | $3,912 | $5,724-31.7% | $5,016-22.0% | $6,688-41.5% |
| Admin fee / account holder | $79,460 | $17,304+359.2% | $11,033+620.2% | $13,397+493.1% |