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 3-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 | $125,875 | $180,749-30.4% | $160,784-21.7% | $137,256-8.3% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 10.49% | 2234.46%-2224.0pp | 1803.92%-1793.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,684 | $4,155-11.3% | $3,733-1.3% | $4,156-11.3% |
| Participant deferral / active EE | $6,717 | $6,844-1.9% | $6,293+6.7% | $6,407+4.8% |
| Admin fee / account holder | $198,706 | $10,397+1811.2% | $9,717+1944.9% | $12,270+1519.4% |