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 | $30,940 | $109,817-71.8% | $98,442-68.6% | $167,490-81.5% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 10.04% | 1956.69%-1946.7pp | 1492.73%-1482.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $7,173 | $3,224+122.5% | $2,960+142.3% | $4,837+48.3% |
| Participant deferral / active EE | $2,675 | $4,673-42.8% | $4,276-37.4% | $6,341-57.8% |
| Admin fee / account holder | $2,009 | $6,753-70.2% | $5,949-66.2% | $12,309-83.7% |