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 | $65,139 | $100,852-35.4% | $90,404-27.9% | $158,922-59.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 72.91% | 1724.20%-1651.3pp | 1293.02%-1220.1pp | 302.83%-229.9pp |
| Employer contribution / active EE | $1,366 | $3,689-63.0% | $3,262-58.1% | $4,761-71.3% |
| Participant deferral / active EE | $4,318 | $4,348-0.7% | $3,963+8.9% | $5,982-27.8% |
| Admin fee / account holder | $1,051 | $6,501-83.8% | $5,611-81.3% | $11,246-90.7% |