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 | $120,415 | $88,751+35.7% | $81,812+47.2% | $145,922-17.5% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.3%-36.6pp | 80.3%-44.6pp |
| Annual return | 11.11% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,130 | $3,083-63.3% | $2,912-61.2% | $4,660-75.7% |
| Participant deferral / active EE | $3,902 | $4,643-16.0% | $4,319-9.6% | $6,688-41.6% |
| Admin fee / account holder | $3,795 | $8,415-54.9% | $7,386-48.6% | $13,397-71.7% |