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 | $76,494 | $114,047-32.9% | $96,139-20.4% | $167,490-54.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 13.15% | 189.88%-176.7pp | 191.94%-178.8pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,866 | $3,427-45.6% | $2,797-33.3% | $4,837-61.4% |
| Participant deferral / active EE | $2,812 | $5,194-45.9% | $4,349-35.3% | $6,341-55.7% |
| Admin fee / account holder | $22,331 | $6,897+223.8% | $5,537+303.3% | $12,309+81.4% |