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 | $134,891 | $102,604+31.5% | $86,188+56.5% | $139,434-3.3% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 18.11% | 1922.51%-1904.4pp | 1168.45%-1150.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,161 | $3,032-61.7% | $2,380-51.2% | $4,751-75.6% |
| Participant deferral / active EE | $1,693 | $4,676-63.8% | $3,985-57.5% | $6,710-74.8% |
| Admin fee / account holder | $1,549 | $8,657-82.1% | $6,852-77.4% | $11,403-86.4% |