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 | $44,753 | $72,400-38.2% | $67,502-33.7% | $145,922-69.3% |
| Participation rate | 58.3% | 76.9%-18.5pp | 72.9%-14.5pp | 80.3%-21.9pp |
| Annual return | 10.33% | 7182.46%-7172.1pp | 3512.12%-3501.8pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,778 | $3,069-42.1% | $2,731-34.9% | $4,660-61.9% |
| Participant deferral / active EE | $3,875 | $4,783-19.0% | $4,000-3.1% | $6,688-42.1% |
| Admin fee / account holder | $52,052 | $5,539+839.8% | $3,998+1202.1% | $13,397+288.5% |