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 | $74,041 | $102,317-27.6% | $146,958-49.6% | $80,856-8.4% |
| Participation rate | 62.3% | 75.8%-13.5pp | 82.2%-19.8pp | 67.6%-5.3pp |
| Annual return | 13.43% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,684 | $3,713-54.6% | $4,933-65.9% | $2,755-38.9% |
| Participant deferral / active EE | $4,562 | $6,644-31.3% | $8,070-43.5% | $4,296+6.2% |
| Admin fee / account holder | $2,253 | $7,941-71.6% | $12,998-82.7% | $6,918-67.4% |