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 | $72,016 | $109,817-34.4% | $98,442-26.8% | $167,490-57.0% |
| Participation rate | 69.6% | 75.8%-6.3pp | 73.3%-3.8pp | 82.1%-12.5pp |
| Annual return | 13.88% | 1956.69%-1942.8pp | 1492.73%-1478.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,195 | $3,224-31.9% | $2,960-25.9% | $4,837-54.6% |
| Participant deferral / active EE | $2,734 | $4,673-41.5% | $4,276-36.1% | $6,341-56.9% |
| Admin fee / account holder | $30,593 | $6,753+353.0% | $5,949+414.2% | $12,309+148.5% |