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 | $233,421 | $45,152+417.0% | $73,843+216.1% | $59,632+291.4% |
| Participation rate | 18.5% | 64.0%-45.5pp | 73.4%-54.9pp | 68.7%-50.2pp |
| Annual return | 0.88% | 27.40%-26.5pp | 2267.84%-2267.0pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $257 | $1,902-86.5% | $2,787-90.8% | $2,203-88.3% |
| Participant deferral / active EE | $1,135 | $2,574-55.9% | $3,583-68.3% | $3,192-64.4% |
| Admin fee / account holder | $2,111 | $3,516-40.0% | $4,880-56.7% | $4,297-50.9% |