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 | $80,446 | $108,919-26.1% | $100,391-19.9% | $145,922-44.9% |
| Participation rate | 42.9% | 82.9%-40.1pp | 81.5%-38.6pp | 80.3%-37.4pp |
| Annual return | 11.01% | 57.88%-46.9pp | 49.20%-38.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,087 | $4,419-30.1% | $3,942-21.7% | $4,660-33.7% |
| Participant deferral / active EE | $6,513 | $8,445-22.9% | $8,082-19.4% | $6,688-2.6% |
| Admin fee / account holder | $38,215 | $9,689+294.4% | $7,899+383.8% | $13,397+185.2% |