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 | $53,136 | $83,902-36.7% | $167,512-68.3% | $84,808-37.3% |
| Participation rate | 68.6% | 66.5%+2.1pp | 77.1%-8.5pp | 68.3%+0.3pp |
| Annual return | 17.28% | 91.55%-74.3pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,988 | $2,264-12.2% | $3,882-48.8% | $2,631-24.4% |
| Participant deferral / active EE | $4,694 | $4,442+5.7% | $6,405-26.7% | $4,212+11.4% |
| Admin fee / account holder | $1,009 | $7,915-87.2% | $9,769-89.7% | $7,344-86.3% |