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 | $87,151 | $65,409+33.2% | $98,442-11.5% | $85,850+1.5% |
| Participation rate | 30.0% | 65.0%-35.0pp | 73.3%-43.3pp | 69.3%-39.3pp |
| Annual return | 11.78% | 21.76%-10.0pp | 1492.73%-1480.9pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,191 | $2,168-45.0% | $2,960-59.7% | $2,565-53.6% |
| Participant deferral / active EE | $1,648 | $3,166-48.0% | $4,276-61.5% | $3,952-58.3% |
| Admin fee / account holder | $2,115 | $4,593-54.0% | $5,949-64.5% | $6,260-66.2% |