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 | $51,620 | $70,756-27.0% | $65,493-21.2% | $142,382-63.7% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 15.93% | 1754.89%-1739.0pp | 982.45%-966.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $11,068 | $2,881+284.2% | $2,574+329.9% | $4,299+157.4% |
| Participant deferral / active EE | $11,210 | $4,637+141.7% | $3,961+183.0% | $6,507+72.3% |
| Admin fee / account holder | $176,586 | $6,559+2592.3% | $5,028+3411.9% | $12,624+1298.8% |