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 | $67,916 | $100,852-32.7% | $90,404-24.9% | $158,922-57.3% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.7%-27.2pp | 82.0%-36.5pp |
| Annual return | 12.97% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,460 | $3,689-60.4% | $3,262-55.2% | $4,761-69.3% |
| Participant deferral / active EE | $4,715 | $4,348+8.4% | $3,963+19.0% | $5,982-21.2% |
| Admin fee / account holder | $29,519 | $6,501+354.1% | $5,611+426.1% | $11,246+162.5% |