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 9-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 | $82,632 | $76,738+7.7% | $56,411+46.5% | $145,922-43.4% |
| Participation rate | 8.7% | 63.2%-54.5pp | 52.5%-43.8pp | 80.3%-71.6pp |
| Annual return | 10.24% | 2994.23%-2984.0pp | 1701.33%-1691.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $184 | $1,380-86.7% | $1,039-82.3% | $4,660-96.1% |
| Participant deferral / active EE | $1,066 | $2,623-59.4% | $1,952-45.4% | $6,688-84.1% |
| Admin fee / account holder | $80,026 | $3,334+2300.5% | $2,829+2729.0% | $13,397+497.3% |