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 | $73,640 | $109,817-32.9% | $98,442-25.2% | $167,490-56.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 14.62% | 1956.69%-1942.1pp | 1492.73%-1478.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,036 | $3,224-36.9% | $2,960-31.2% | $4,837-57.9% |
| Participant deferral / active EE | $4,667 | $4,673-0.1% | $4,276+9.1% | $6,341-26.4% |
| Admin fee / account holder | $1,418 | $6,753-79.0% | $5,949-76.2% | $12,309-88.5% |