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 | $65,684 | $68,097-3.5% | $62,929+4.4% | $137,256-52.1% |
| Participation rate | 35.7% | 77.4%-41.7pp | 73.1%-37.4pp | 80.0%-44.2pp |
| Annual return | 13.96% | 1859.11%-1845.2pp | 1063.93%-1050.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,675 | $4,553-63.2% | $3,888-56.9% | $6,407-73.9% |
| Admin fee / account holder | $13,061 | $6,521+100.3% | $5,065+157.9% | $12,270+6.4% |