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 | $95,749 | $109,817-12.8% | $98,442-2.7% | $167,490-42.8% |
| Participation rate | 56.3% | 75.8%-19.6pp | 73.3%-17.1pp | 82.1%-25.9pp |
| Annual return | 12.12% | 1956.69%-1944.6pp | 1492.73%-1480.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,917 | $3,224-40.5% | $2,960-35.2% | $4,837-60.4% |
| Participant deferral / active EE | $2,796 | $4,673-40.2% | $4,276-34.6% | $6,341-55.9% |
| Admin fee / account holder | $2,407 | $6,753-64.3% | $5,949-59.5% | $12,309-80.4% |