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 | $69,803 | $126,574-44.9% | $106,213-34.3% | $145,922-52.2% |
| Participation rate | 64.3% | 77.6%-13.4pp | 75.3%-11.0pp | 80.3%-16.0pp |
| Annual return | 9.06% | 224.79%-215.7pp | 116.14%-107.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,627 | $3,730-29.6% | $3,171-17.2% | $4,660-43.6% |
| Participant deferral / active EE | $6,973 | $5,724+21.8% | $5,016+39.0% | $6,688+4.3% |
| Admin fee / account holder | $47,366 | $17,304+173.7% | $11,033+329.3% | $13,397+253.6% |