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 | $156,021 | $176,662-11.7% | $130,648+19.4% | $152,861+2.1% |
| Participation rate | 14.3% | 79.0%-64.7pp | 71.7%-57.5pp | 82.4%-68.2pp |
| Annual return | 8.51% | 2692.24%-2683.7pp | 1708.96%-1700.4pp | 345.32%-336.8pp |
| Employer contribution / active EE | $891 | $5,742-84.5% | $4,092-78.2% | $4,762-81.3% |
| Participant deferral / active EE | $891 | $4,361-79.6% | $3,603-75.3% | $5,850-84.8% |
| Admin fee / account holder | $38,202 | $7,133+435.6% | $5,464+599.1% | $11,596+229.4% |