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 | $88,240 | $84,695+4.2% | $73,843+19.5% | $125,391-29.6% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -3.40% | 3123.53%-3126.9pp | 2267.84%-2271.2pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,257 | $3,123-59.8% | $2,787-54.9% | $4,866-74.2% |
| Participant deferral / active EE | $4,966 | $3,992+24.4% | $3,583+38.6% | $5,352-7.2% |
| Admin fee / account holder | $1,968 | $5,691-65.4% | $4,880-59.7% | $9,540-79.4% |