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 | $132,061 | $109,817+20.3% | $98,442+34.2% | $167,490-21.2% |
| Participation rate | 65.0% | 75.8%-10.8pp | 73.3%-8.3pp | 82.1%-17.1pp |
| Annual return | 12.25% | 1956.69%-1944.4pp | 1492.73%-1480.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,853 | $3,224-42.5% | $2,960-37.4% | $4,837-61.7% |
| Participant deferral / active EE | $2,990 | $4,673-36.0% | $4,276-30.1% | $6,341-52.8% |
| Admin fee / account holder | $59,633 | $6,753+783.1% | $5,949+902.4% | $12,309+384.5% |