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 | $134,745 | $109,817+22.7% | $98,442+36.9% | $167,490-19.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 15.86% | 1956.69%-1940.8pp | 1492.73%-1476.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $231 | $3,224-92.8% | $2,960-92.2% | $4,837-95.2% |
| Participant deferral / active EE | $2,613 | $4,673-44.1% | $4,276-38.9% | $6,341-58.8% |
| Admin fee / account holder | $16,409 | $6,753+143.0% | $5,949+175.8% | $12,309+33.3% |