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 | $84,631 | $111,754-24.3% | $103,333-18.1% | $145,922-42.0% |
| Participation rate | 13.6% | 77.9%-64.3pp | 74.5%-60.9pp | 80.3%-66.6pp |
| Annual return | 15.25% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $7,019 | $4,212+66.6% | $3,868+81.5% | $4,660+50.6% |
| Participant deferral / active EE | $3,954 | $5,619-29.6% | $5,057-21.8% | $6,688-40.9% |
| Admin fee / account holder | $1,839,203 | $9,750+18763.2% | $8,355+21914.0% | $13,397+13628.5% |