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 | $32,246 | $96,635-66.6% | $86,612-62.8% | $139,434-76.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 21.69% | 106.41%-84.7pp | 591.07%-569.4pp | 372.94%-351.3pp |
| Employer contribution / active EE | $9,888 | $3,263+203.0% | $3,022+227.1% | $4,751+108.1% |
| Participant deferral / active EE | $8,268 | $4,836+71.0% | $4,438+86.3% | $6,710+23.2% |
| Admin fee / account holder | $3,132 | $6,408-51.1% | $5,614-44.2% | $11,403-72.5% |