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 | $32,947 | $226,064-85.4% | $182,532-81.9% | $152,861-78.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 12.47% | 192.51%-180.0pp | 148.54%-136.1pp | 345.32%-332.8pp |
| Employer contribution / active EE | $3,644 | $4,978-26.8% | $4,076-10.6% | $4,762-23.5% |
| Participant deferral / active EE | $4,392 | $6,368-31.0% | $5,524-20.5% | $5,850-24.9% |
| Admin fee / account holder | $125,170 | $10,703+1069.5% | $8,592+1356.8% | $11,596+979.4% |