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 | $85,656 | $137,414-37.7% | $189,513-54.8% | $85,850-0.2% |
| Participation rate | 53.1% | 84.6%-31.5pp | 87.8%-34.7pp | 69.3%-16.2pp |
| Annual return | 12.27% | 38.14%-25.9pp | 555.15%-542.9pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,544 | $4,344-41.4% | $6,162-58.7% | $2,565-0.8% |
| Participant deferral / active EE | $7,765 | $6,260+24.0% | $8,221-5.6% | $3,952+96.5% |
| Admin fee / account holder | $9,010 | $8,630+4.4% | $12,045-25.2% | $6,260+43.9% |