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 | $150,074 | $83,902+78.9% | $167,512-10.4% | $84,808+77.0% |
| Participation rate | 52.4% | 66.5%-14.1pp | 77.1%-24.7pp | 68.3%-15.9pp |
| Annual return | 16.87% | 91.55%-74.7pp | 1615.79%-1598.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,319 | $2,264-41.7% | $3,882-66.0% | $2,631-49.9% |
| Participant deferral / active EE | $3,943 | $4,442-11.2% | $6,405-38.4% | $4,212-6.4% |
| Admin fee / account holder | $19,279 | $7,915+143.6% | $9,769+97.4% | $7,344+162.5% |