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 | $83,759 | $109,817-23.7% | $98,442-14.9% | $167,490-50.0% |
| Participation rate | 47.4% | 75.8%-28.5pp | 73.3%-26.0pp | 82.1%-34.7pp |
| Annual return | 14.17% | 1956.69%-1942.5pp | 1492.73%-1478.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,397 | $3,224-56.7% | $2,960-52.8% | $4,837-71.1% |
| Participant deferral / active EE | $3,713 | $4,673-20.6% | $4,276-13.2% | $6,341-41.5% |
| Admin fee / account holder | $22,289 | $6,753+230.1% | $5,949+274.7% | $12,309+81.1% |