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 | $65,755 | $102,604-35.9% | $86,188-23.7% | $139,434-52.8% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 9.84% | 1922.51%-1912.7pp | 1168.45%-1158.6pp | 372.94%-363.1pp |
| Employer contribution / active EE | $6,381 | $3,032+110.4% | $2,380+168.1% | $4,751+34.3% |
| Participant deferral / active EE | $1,454 | $4,676-68.9% | $3,985-63.5% | $6,710-78.3% |
| Admin fee / account holder | $131,096 | $8,657+1414.4% | $6,852+1813.4% | $11,403+1049.7% |