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 | $116,136 | $183,519-36.7% | $155,509-25.3% | $145,922-20.4% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 9.52% | 61.17%-51.6pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,615 | $5,313-69.6% | $4,672-65.4% | $4,660-65.3% |
| Participant deferral / active EE | $4,600 | $6,462-28.8% | $5,626-18.2% | $6,688-31.2% |
| Admin fee / account holder | $149,549 | $19,313+674.3% | $15,912+839.8% | $13,397+1016.3% |