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 | $124,455 | $88,083+41.3% | $164,813-24.5% | $74,495+67.1% |
| Participation rate | 32.4% | 73.0%-40.7pp | 78.6%-46.2pp | 67.2%-34.8pp |
| Annual return | 20.67% | 17.26%+3.4pp | 69.93%-49.3pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $784 | $2,593-69.8% | $4,341-81.9% | $2,623-70.1% |
| Participant deferral / active EE | $2,398 | $4,498-46.7% | $6,031-60.2% | $4,346-44.8% |
| Admin fee / account holder | $769 | $2,234-65.6% | $12,690-93.9% | $1,942-60.4% |