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 | $74,891 | $96,635-22.5% | $86,612-13.5% | $139,434-46.3% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 13.23% | 106.41%-93.2pp | 591.07%-577.8pp | 372.94%-359.7pp |
| Employer contribution / active EE | $5,313 | $3,263+62.8% | $3,022+75.8% | $4,751+11.8% |
| Participant deferral / active EE | $15,762 | $4,836+225.9% | $4,438+255.2% | $6,710+134.9% |
| Admin fee / account holder | $16,345 | $6,408+155.1% | $5,614+191.1% | $11,403+43.3% |