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 | $89,623 | $109,817-18.4% | $98,442-9.0% | $167,490-46.5% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.2pp |
| Annual return | 15.46% | 1956.69%-1941.2pp | 1492.73%-1477.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,358 | $3,224-57.9% | $2,960-54.1% | $4,837-71.9% |
| Participant deferral / active EE | $3,360 | $4,673-28.1% | $4,276-21.4% | $6,341-47.0% |
| Admin fee / account holder | $2,109 | $6,753-68.8% | $5,949-64.6% | $12,309-82.9% |