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 | $101,642 | $100,852+0.8% | $90,404+12.4% | $158,922-36.0% |
| Participation rate | 31.6% | 75.0%-43.4pp | 72.7%-41.1pp | 82.0%-50.4pp |
| Annual return | 11.72% | 1724.20%-1712.5pp | 1293.02%-1281.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,335 | $3,689-63.8% | $3,262-59.1% | $4,761-72.0% |
| Participant deferral / active EE | $2,567 | $4,348-41.0% | $3,963-35.2% | $5,982-57.1% |
| Admin fee / account holder | $102,140 | $6,501+1471.1% | $5,611+1720.4% | $11,246+808.3% |