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 | $94,511 | $76,785+23.1% | $56,441+67.5% | $145,959-35.2% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 10.63% | 3000.51%-2989.9pp | 1704.21%-1693.6pp | 561.95%-551.3pp |
| Employer contribution / active EE | $777 | $1,381-43.7% | $1,039-25.2% | $4,661-83.3% |
| Participant deferral / active EE | $1,322 | $2,624-49.6% | $1,953-32.3% | $6,689-80.2% |
| Admin fee / account holder | $19,684 | $3,334+490.4% | $2,829+595.8% | $13,398+46.9% |