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 | $42,171 | $180,449-76.6% | $154,107-72.6% | $135,375-68.8% |
| Participation rate | 20.0% | 87.4%-67.4pp | 83.0%-63.0pp | 82.6%-62.6pp |
| Annual return | 9.88% | 888.09%-878.2pp | 735.12%-725.2pp | 519.73%-509.9pp |
| Employer contribution / active EE | $2,330 | $6,035-61.4% | $5,298-56.0% | $4,779-51.2% |
| Participant deferral / active EE | $10,052 | $5,806+73.1% | $5,081+97.9% | $5,609+79.2% |
| Admin fee / account holder | $820,931 | $16,143+4985.4% | $13,411+6021.4% | $10,827+7482.2% |