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 | $70,584 | $102,966-31.4% | $90,281-21.8% | $152,861-53.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 15.66% | 95.16%-79.5pp | 78.10%-62.4pp | 345.32%-329.7pp |
| Employer contribution / active EE | $4,317 | $3,139+37.5% | $2,854+51.2% | $4,762-9.4% |
| Participant deferral / active EE | $6,820 | $4,281+59.3% | $3,885+75.5% | $5,850+16.6% |
| Admin fee / account holder | $113,639 | $6,171+1741.6% | $5,351+2023.6% | $11,596+879.9% |