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 | $87,077 | $62,127+40.2% | $81,382+7.0% | $74,495+16.9% |
| Participation rate | 29.3% | 64.0%-34.7pp | 69.5%-40.2pp | 67.2%-37.9pp |
| Annual return | 25.61% | 16.48%+9.1pp | 24.73%+0.9pp | 1364.94%-1339.3pp |
| Employer contribution / active EE | $914 | $1,882-51.4% | $2,463-62.9% | $2,623-65.2% |
| Participant deferral / active EE | $1,814 | $3,229-43.8% | $3,883-53.3% | $4,346-58.3% |
| Admin fee / account holder | $11,997 | $1,934+520.2% | $5,768+108.0% | $1,942+517.9% |