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 | $117,776 | $57,281+105.6% | $86,612+36.0% | $75,163+56.7% |
| Participation rate | 37.3% | 63.2%-25.9pp | 71.7%-34.4pp | 67.2%-29.9pp |
| Annual return | 19.43% | 2670.75%-2651.3pp | 591.07%-571.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,218 | $3,318-3.0% | $4,438-27.5% | $4,125-22.0% |
| Admin fee / account holder | $7,381 | $4,112+79.5% | $5,614+31.5% | $5,651+30.6% |