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 | $59,749 | $68,097-12.3% | $62,929-5.1% | $137,256-56.5% |
| Participation rate | 45.5% | 77.4%-32.0pp | 73.1%-27.7pp | 80.0%-34.5pp |
| Annual return | 13.55% | 1859.11%-1845.6pp | 1063.93%-1050.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $919 | $2,811-67.3% | $2,505-63.3% | $4,156-77.9% |
| Participant deferral / active EE | $1,803 | $4,553-60.4% | $3,888-53.6% | $6,407-71.9% |
| Admin fee / account holder | $9,935 | $6,521+52.3% | $5,065+96.2% | $12,270-19.0% |