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 | $110,847 | $55,415+100.0% | $155,509-28.7% | $74,495+48.8% |
| Participation rate | 36.6% | 61.9%-25.4pp | 78.2%-41.6pp | 67.2%-30.6pp |
| Annual return | 15.59% | 268.50%-252.9pp | 64.67%-49.1pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,053 | $2,267-53.5% | $4,672-77.5% | $2,623-59.8% |
| Participant deferral / active EE | $2,129 | $2,836-24.9% | $5,626-62.2% | $4,346-51.0% |
| Admin fee / account holder | $11,976 | $1,738+589.0% | $15,912-24.7% | $1,942+516.8% |