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 | $53,856 | $70,756-23.9% | $65,493-17.8% | $142,382-62.2% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.1%-55.1pp |
| Annual return | 10.99% | 1754.89%-1743.9pp | 982.45%-971.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $5,919 | $2,881+105.5% | $2,574+129.9% | $4,299+37.7% |
| Participant deferral / active EE | $4,274 | $4,637-7.8% | $3,961+7.9% | $6,507-34.3% |
| Admin fee / account holder | $63,450 | $6,559+867.4% | $5,028+1161.9% | $12,624+402.6% |