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 | $135,039 | $72,400+86.5% | $67,502+100.1% | $145,922-7.5% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.5pp | 80.3%-46.9pp |
| Annual return | 17.54% | 7182.46%-7164.9pp | 3512.12%-3494.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,417 | $3,069-53.8% | $2,731-48.1% | $4,660-69.6% |
| Participant deferral / active EE | $6,636 | $4,783+38.7% | $4,000+65.9% | $6,688-0.8% |
| Admin fee / account holder | $78,340 | $5,539+1314.4% | $3,998+1859.7% | $13,397+484.8% |