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 | $101,237 | $115,770-12.6% | $101,2480% | $158,922-36.3% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 12.78% | 56.14%-43.4pp | 46.47%-33.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,726 | $4,175-34.7% | $3,660-25.5% | $4,761-42.7% |
| Participant deferral / active EE | $5,501 | $4,957+11.0% | $4,370+25.9% | $5,982-8.0% |
| Admin fee / account holder | $7,451 | $7,245+2.8% | $5,945+25.3% | $11,246-33.7% |