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 | $72,319 | $109,817-34.1% | $98,442-26.5% | $167,490-56.8% |
| Participation rate | 55.6% | 75.8%-20.3pp | 73.3%-17.8pp | 82.1%-26.5pp |
| Annual return | 11.20% | 1956.69%-1945.5pp | 1492.73%-1481.5pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,103 | $3,224-34.8% | $2,960-28.9% | $4,837-56.5% |
| Participant deferral / active EE | $2,422 | $4,673-48.2% | $4,276-43.4% | $6,341-61.8% |
| Admin fee / account holder | $438 | $6,753-93.5% | $5,949-92.6% | $12,309-96.4% |