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 | $74,170 | $73,515+0.9% | $62,995+17.7% | $147,584-49.7% |
| Participation rate | 31.3% | 77.9%-46.6pp | 74.8%-43.6pp | 82.8%-51.6pp |
| Annual return | 14.82% | 175.43%-160.6pp | 87.57%-72.7pp | 578.55%-563.7pp |
| Employer contribution / active EE | $4,466 | $3,320+34.5% | $2,759+61.9% | $4,876-8.4% |
| Participant deferral / active EE | $8,631 | $4,185+106.2% | $3,329+159.2% | $5,439+58.7% |
| Admin fee / account holder | $15,104 | $5,953+153.7% | $3,600+319.6% | $10,885+38.8% |