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 | $80,718 | $102,317-21.1% | $146,958-45.1% | $80,856-0.2% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 11.92% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,850 | $3,713-50.2% | $4,933-62.5% | $2,755-32.8% |
| Participant deferral / active EE | $5,513 | $6,644-17.0% | $8,070-31.7% | $4,296+28.3% |
| Admin fee / account holder | $7,434 | $7,941-6.4% | $12,998-42.8% | $6,918+7.5% |