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 | $83,247 | $109,817-24.2% | $98,442-15.4% | $167,490-50.3% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 13.98% | 1956.69%-1942.7pp | 1492.73%-1478.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,854 | $3,224-42.5% | $2,960-37.4% | $4,837-61.7% |
| Participant deferral / active EE | $6,698 | $4,673+43.3% | $4,276+56.6% | $6,341+5.6% |
| Admin fee / account holder | $6,466 | $6,753-4.2% | $5,949+8.7% | $12,309-47.5% |