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 | $94,862 | $104,486-9.2% | $76,817+23.5% | $152,861-37.9% |
| Participation rate | 31.8% | 76.6%-44.8pp | 72.1%-40.3pp | 82.4%-50.6pp |
| Annual return | 22.85% | 1013.37%-990.5pp | 1166.11%-1143.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,216 | $4,236-71.3% | $3,336-63.5% | $5,850-79.2% |
| Admin fee / account holder | $4,091 | $12,275-66.7% | $6,420-36.3% | $11,596-64.7% |