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 | $132,104 | $102,317+29.1% | $146,958-10.1% | $80,856+63.4% |
| Participation rate | 35.6% | 75.8%-40.3pp | 82.2%-46.6pp | 67.6%-32.1pp |
| Annual return | 11.89% | 134.76%-122.9pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,251 | $3,713-39.4% | $4,933-54.4% | $2,755-18.3% |
| Participant deferral / active EE | $8,694 | $6,644+30.9% | $8,070+7.7% | $4,296+102.4% |
| Admin fee / account holder | $1,756 | $7,941-77.9% | $12,998-86.5% | $6,918-74.6% |