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 | $72,400-43.0% | $67,502-38.9% | $145,922-71.7% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.3pp | 80.3%-24.7pp |
| Annual return | 25.52% | 7182.46%-7156.9pp | 3512.12%-3486.6pp | 561.29%-535.8pp |
| Employer contribution / active EE | $1,173 | $3,069-61.8% | $2,731-57.0% | $4,660-74.8% |
| Participant deferral / active EE | $3,986 | $4,783-16.7% | $4,000-0.4% | $6,688-40.4% |
| Admin fee / account holder | $25,854 | $5,539+366.8% | $3,998+546.8% | $13,397+93.0% |