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 | $108,123 | $109,817-1.5% | $98,442+9.8% | $167,490-35.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 11.78% | 1956.69%-1944.9pp | 1492.73%-1480.9pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,110 | $3,224-34.5% | $2,960-28.7% | $4,837-56.4% |
| Participant deferral / active EE | $5,218 | $4,673+11.7% | $4,276+22.0% | $6,341-17.7% |
| Admin fee / account holder | $40,787 | $6,753+504.0% | $5,949+585.6% | $12,309+231.4% |