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 | $108,648 | $72,400+50.1% | $67,502+61.0% | $145,922-25.5% |
| Participation rate | 63.2% | 76.9%-13.7pp | 72.9%-9.7pp | 80.3%-17.1pp |
| Annual return | 9.94% | 7182.46%-7172.5pp | 3512.12%-3502.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,037 | $4,783-36.5% | $4,000-24.1% | $6,688-54.6% |
| Admin fee / account holder | $4,028 | $5,539-27.3% | $3,998+0.8% | $13,397-69.9% |