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 | $41,259 | $72,396-43.0% | $67,511-38.9% | $145,959-71.7% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.3pp | 80.3%-24.7pp |
| Annual return | 25.52% | 7194.07%-7168.6pp | 3517.41%-3491.9pp | 561.95%-536.4pp |
| Employer contribution / active EE | $1,173 | $3,071-61.8% | $2,733-57.1% | $4,661-74.8% |
| Participant deferral / active EE | $3,986 | $4,781-16.6% | $4,000-0.4% | $6,689-40.4% |
| Admin fee / account holder | $25,854 | $5,538+366.8% | $3,999+546.6% | $13,398+93.0% |