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 | $90,331 | $118,849-24.0% | $96,562-6.5% | $167,490-46.1% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 20.49% | 50.49%-30.0pp | 37.78%-17.3pp | 478.56%-458.1pp |
| Employer contribution / active EE | $1,302 | $3,120-58.3% | $2,356-44.7% | $4,837-73.1% |
| Participant deferral / active EE | $1,873 | $4,616-59.4% | $3,849-51.3% | $6,341-70.5% |
| Admin fee / account holder | $11,205 | $8,065+38.9% | $6,181+81.3% | $12,309-9.0% |