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 | $102,207 | $109,817-6.9% | $98,442+3.8% | $167,490-39.0% |
| Participation rate | 41.7% | 75.8%-34.2pp | 73.3%-31.7pp | 82.1%-40.4pp |
| Annual return | 16.89% | 1956.69%-1939.8pp | 1492.73%-1475.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,728 | $3,224-15.4% | $2,960-7.8% | $4,837-43.6% |
| Participant deferral / active EE | $2,708 | $4,673-42.0% | $4,276-36.7% | $6,341-57.3% |
| Admin fee / account holder | $3,573 | $6,753-47.1% | $5,949-39.9% | $12,309-71.0% |