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 | $64,345 | $185,200-65.3% | $142,863-55.0% | $167,490-61.6% |
| Participation rate | 22.2% | 78.4%-56.2pp | 71.9%-49.7pp | 82.1%-59.9pp |
| Annual return | 13.51% | 8555.70%-8542.2pp | 5637.54%-5624.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,670 | $4,494-62.8% | $3,837-56.5% | $6,341-73.7% |
| Admin fee / account holder | $53,465 | $8,031+565.7% | $6,560+715.0% | $12,309+334.4% |