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 | $84,137 | $99,020-15.0% | $86,590-2.8% | $147,584-43.0% |
| Participation rate | 54.5% | 76.3%-21.8pp | 73.5%-19.0pp | 82.8%-28.3pp |
| Annual return | 15.32% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,483 | $3,132-52.6% | $2,839-47.8% | $4,876-69.6% |
| Participant deferral / active EE | $3,579 | $3,972-9.9% | $3,609-0.8% | $5,439-34.2% |
| Admin fee / account holder | $17,783 | $5,710+211.4% | $4,906+262.5% | $10,885+63.4% |