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 9-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 | $62,158 | $52,406+18.6% | $129,207-51.9% | $74,495-16.6% |
| Participation rate | 16.3% | 53.8%-37.5pp | 69.6%-53.3pp | 67.2%-50.9pp |
| Annual return | 14.21% | 15.66%-1.4pp | 9417.33%-9403.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,133 | $2,794-59.5% | $4,168-72.8% | $4,346-73.9% |
| Admin fee / account holder | $6,735 | $2,633+155.8% | $7,715-12.7% | $1,942+246.8% |