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 | $97,488 | $100,852-3.3% | $90,404+7.8% | $158,922-38.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 9.46% | 1724.20%-1714.7pp | 1293.02%-1283.6pp | 302.83%-293.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,410 | $4,348+1.4% | $3,963+11.3% | $5,982-26.3% |
| Admin fee / account holder | $52,872 | $6,501+713.3% | $5,611+842.3% | $11,246+370.2% |