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 | $84,811 | $89,753-5.5% | $107,525-21.1% | $84,8080% |
| Participation rate | 68.0% | 68.1%-0.1pp | 75.1%-7.1pp | 68.3%-0.3pp |
| Annual return | 17.60% | 29.48%-11.9pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $10,475 | $3,113+236.4% | $3,754+179.1% | $2,631+298.1% |
| Participant deferral / active EE | $2,400 | $4,056-40.8% | $5,116-53.1% | $4,212-43.0% |
| Admin fee / account holder | $3,222 | $7,222-55.4% | $8,919-63.9% | $7,344-56.1% |