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 | $122,548 | $55,415+121.1% | $155,509-21.2% | $74,495+64.5% |
| Participation rate | 48.0% | 61.9%-13.9pp | 78.2%-30.2pp | 67.2%-19.2pp |
| Annual return | 27.29% | 268.50%-241.2pp | 64.67%-37.4pp | 1364.94%-1337.7pp |
| Employer contribution / active EE | $1,553 | $2,267-31.5% | $4,672-66.8% | $2,623-40.8% |
| Participant deferral / active EE | $2,769 | $2,836-2.4% | $5,626-50.8% | $4,346-36.3% |
| Admin fee / account holder | $3,814 | $1,738+119.4% | $15,912-76.0% | $1,942+96.4% |