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 | $99,698 | $115,770-13.9% | $101,248-1.5% | $158,922-37.3% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 10.26% | 56.14%-45.9pp | 46.47%-36.2pp | 302.83%-292.6pp |
| Employer contribution / active EE | $5,923 | $4,175+41.9% | $3,660+61.8% | $4,761+24.4% |
| Participant deferral / active EE | $5,665 | $4,957+14.3% | $4,370+29.6% | $5,982-5.3% |
| Admin fee / account holder | $31,630 | $7,245+336.6% | $5,945+432.0% | $11,246+181.3% |