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 | $73,465 | $109,817-33.1% | $98,442-25.4% | $167,490-56.1% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 11.04% | 1956.69%-1945.7pp | 1492.73%-1481.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $8,937 | $3,224+177.2% | $2,960+201.9% | $4,837+84.7% |
| Participant deferral / active EE | $9,763 | $4,673+108.9% | $4,276+128.3% | $6,341+54.0% |
| Admin fee / account holder | $92,989 | $6,753+1277.1% | $5,949+1463.0% | $12,309+655.5% |