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 | $114,606 | $169,032-32.2% | $129,207-11.3% | $145,922-21.5% |
| Participation rate | 61.5% | 76.4%-14.9pp | 69.6%-8.1pp | 80.3%-18.7pp |
| Annual return | 12.03% | 14330.11%-14318.1pp | 9417.33%-9405.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,614 | $5,537-52.8% | $4,153-37.1% | $4,660-43.9% |
| Participant deferral / active EE | $4,837 | $4,987-3.0% | $4,168+16.1% | $6,688-27.7% |
| Admin fee / account holder | $857 | $9,954-91.4% | $7,715-88.9% | $13,397-93.6% |