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 | $107,183 | $210,648-49.1% | $177,989-39.8% | $145,922-26.5% |
| Participation rate | 45.0% | 80.8%-35.8pp | 77.1%-32.1pp | 80.3%-35.3pp |
| Annual return | 10.92% | 385.86%-374.9pp | 294.48%-283.6pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,503 | $4,565-67.1% | $3,949-61.9% | $4,660-67.8% |
| Participant deferral / active EE | $3,668 | $6,958-47.3% | $6,276-41.6% | $6,688-45.2% |
| Admin fee / account holder | $103,941 | $12,013+765.2% | $10,363+903.0% | $13,397+675.9% |