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 | $94,729 | $99,020-4.3% | $86,590+9.4% | $147,584-35.8% |
| Participation rate | 16.7% | 76.3%-59.7pp | 73.5%-56.9pp | 82.8%-66.2pp |
| Annual return | 28.01% | 1312.34%-1284.3pp | 964.84%-936.8pp | 578.55%-550.5pp |
| Employer contribution / active EE | $1,187 | $3,132-62.1% | $2,839-58.2% | $4,876-75.7% |
| Participant deferral / active EE | $6,000 | $3,972+51.1% | $3,609+66.3% | $5,439+10.3% |
| Admin fee / account holder | $1,258 | $5,710-78.0% | $4,906-74.4% | $10,885-88.4% |