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 | $83,535 | $99,020-15.6% | $86,590-3.5% | $147,584-43.4% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 26.46% | 1312.34%-1285.9pp | 964.84%-938.4pp | 578.55%-552.1pp |
| Employer contribution / active EE | $1,793 | $3,132-42.8% | $2,839-36.9% | $4,876-63.2% |
| Participant deferral / active EE | $8,282 | $3,972+108.5% | $3,609+129.5% | $5,439+52.3% |
| Admin fee / account holder | $562 | $5,710-90.2% | $4,906-88.6% | $10,885-94.8% |