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 | $112,973 | $100,852+12.0% | $90,404+25.0% | $158,922-28.9% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.7%-28.2pp | 82.0%-37.5pp |
| Annual return | 7.56% | 1724.20%-1716.6pp | 1293.02%-1285.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,988 | $3,689-46.1% | $3,262-39.0% | $4,761-58.2% |
| Participant deferral / active EE | $5,678 | $4,348+30.6% | $3,963+43.3% | $5,982-5.1% |
| Admin fee / account holder | $3,020 | $6,501-53.5% | $5,611-46.2% | $11,246-73.1% |