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 | $97,959 | $100,852-2.9% | $90,404+8.4% | $158,922-38.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 16.58% | 1724.20%-1707.6pp | 1293.02%-1276.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,557 | $3,689-30.7% | $3,262-21.6% | $4,761-46.3% |
| Participant deferral / active EE | $4,552 | $4,348+4.7% | $3,963+14.9% | $5,982-23.9% |
| Admin fee / account holder | $656 | $6,501-89.9% | $5,611-88.3% | $11,246-94.2% |