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 | $88,425 | $100,852-12.3% | $90,404-2.2% | $158,922-44.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 14.26% | 1724.20%-1709.9pp | 1293.02%-1278.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $6,737 | $3,689+82.7% | $3,262+106.5% | $4,761+41.5% |
| Participant deferral / active EE | $3,303 | $4,348-24.0% | $3,963-16.7% | $5,982-44.8% |
| Admin fee / account holder | $1,161 | $6,501-82.1% | $5,611-79.3% | $11,246-89.7% |