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 | $144,207 | $60,323+139.1% | $81,812+76.3% | $74,495+93.6% |
| Participation rate | 61.4% | 62.9%-1.5pp | 72.3%-11.0pp | 67.2%-5.8pp |
| Annual return | 14.69% | 16.90%-2.2pp | 773.79%-759.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,344 | $2,620-48.7% | $2,912-53.8% | $2,623-48.8% |
| Participant deferral / active EE | $3,375 | $3,387-0.4% | $4,319-21.8% | $4,346-22.3% |
| Admin fee / account holder | $7,056 | $1,486+374.9% | $7,386-4.5% | $1,942+263.4% |