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 | $78,046 | $72,400+7.8% | $67,502+15.6% | $145,922-46.5% |
| Participation rate | 69.2% | 76.9%-7.6pp | 72.9%-3.6pp | 80.3%-11.0pp |
| Annual return | 9.82% | 7182.46%-7172.6pp | 3512.12%-3502.3pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,070 | $3,069-32.6% | $2,731-24.2% | $4,660-55.6% |
| Participant deferral / active EE | $6,624 | $4,783+38.5% | $4,000+65.6% | $6,688-0.9% |
| Admin fee / account holder | $12,312 | $5,539+122.3% | $3,998+208.0% | $13,397-8.1% |