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 | $98,070 | $126,574-22.5% | $106,213-7.7% | $145,922-32.8% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 9.28% | 224.79%-215.5pp | 116.14%-106.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,045 | $3,730-45.2% | $3,171-35.5% | $4,660-56.1% |
| Participant deferral / active EE | $9,138 | $5,724+59.7% | $5,016+82.2% | $6,688+36.6% |
| Admin fee / account holder | $40,683 | $17,304+135.1% | $11,033+268.7% | $13,397+203.7% |