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 | $82,845 | $100,852-17.9% | $90,404-8.4% | $158,922-47.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 16.07% | 1724.20%-1708.1pp | 1293.02%-1276.9pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,325 | $3,689-64.1% | $3,262-59.4% | $4,761-72.2% |
| Participant deferral / active EE | $8,513 | $4,348+95.8% | $3,963+114.8% | $5,982+42.3% |
| Admin fee / account holder | $751 | $6,501-88.5% | $5,611-86.6% | $11,246-93.3% |