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 | $98,354 | $48,230+103.9% | $67,502+45.7% | $80,856+21.6% |
| Participation rate | 38.2% | 66.4%-28.2pp | 72.9%-34.7pp | 67.6%-29.5pp |
| Annual return | 11.53% | 18.28%-6.8pp | 3512.12%-3500.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,114 | $2,924-27.7% | $4,000-47.1% | $4,296-50.8% |
| Admin fee / account holder | $11,206 | $3,681+204.4% | $3,998+180.3% | $6,918+62.0% |