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 | $71,276 | $43,133+65.2% | $89,391-20.3% | $73,488-3.0% |
| Participation rate | 39.2% | 55.0%-15.7pp | 68.0%-28.7pp | 70.7%-31.4pp |
| Annual return | 22.36% | 135.66%-113.3pp | 245.62%-223.3pp | 28.51%-6.2pp |
| Employer contribution / active EE | $1,462 | $1,438+1.7% | $2,586-43.5% | $2,270-35.6% |
| Participant deferral / active EE | $2,885 | $2,445+18.0% | $3,890-25.8% | $3,740-22.8% |
| Admin fee / account holder | $1,627 | $444+266.6% | $4,881-66.7% | $513+217.0% |