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 | $187,859 | $109,817+71.1% | $98,442+90.8% | $167,490+12.2% |
| Participation rate | 61.1% | 75.8%-14.7pp | 73.3%-12.2pp | 82.1%-21.0pp |
| Annual return | 16.73% | 1956.69%-1940.0pp | 1492.73%-1476.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,424 | $3,224-55.8% | $2,960-51.9% | $4,837-70.6% |
| Participant deferral / active EE | $2,649 | $4,673-43.3% | $4,276-38.0% | $6,341-58.2% |
| Admin fee / account holder | $83,326 | $6,753+1134.0% | $5,949+1300.6% | $12,309+576.9% |