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 | $122,786 | $52,406+134.3% | $129,207-5.0% | $74,495+64.8% |
| Participation rate | 24.7% | 53.8%-29.1pp | 69.6%-44.9pp | 67.2%-42.5pp |
| Annual return | 19.60% | 15.66%+3.9pp | 9417.33%-9397.7pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $855 | $1,531-44.1% | $4,153-79.4% | $2,623-67.4% |
| Participant deferral / active EE | $1,939 | $2,794-30.6% | $4,168-53.5% | $4,346-55.4% |
| Admin fee / account holder | $12,781 | $2,633+385.4% | $7,715+65.7% | $1,942+558.2% |