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 | $175,650 | $60,323+191.2% | $81,812+114.7% | $74,495+135.8% |
| Participation rate | 34.9% | 62.9%-28.0pp | 72.3%-37.5pp | 67.2%-32.3pp |
| Annual return | 13.87% | 16.90%-3.0pp | 773.79%-759.9pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $468 | $2,620-82.1% | $2,912-83.9% | $2,623-82.2% |
| Participant deferral / active EE | $2,004 | $3,387-40.9% | $4,319-53.6% | $4,346-53.9% |
| Admin fee / account holder | $7,858 | $1,486+428.9% | $7,386+6.4% | $1,942+304.7% |