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 | $68,566 | $47,479+44.4% | $62,929+9.0% | $82,448-16.8% |
| Participation rate | 20.7% | 66.9%-46.2pp | 73.1%-52.4pp | 68.1%-47.4pp |
| Annual return | 16.74% | 20.34%-3.6pp | 1063.93%-1047.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,423 | $2,870-15.6% | $3,888-37.7% | $4,139-41.5% |
| Admin fee / account holder | $6,120 | $3,804+60.9% | $5,065+20.8% | $7,234-15.4% |