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 | $120,289 | $55,415+117.1% | $155,509-22.6% | $74,495+61.5% |
| Participation rate | 44.4% | 61.9%-17.5pp | 78.2%-33.7pp | 67.2%-22.8pp |
| Annual return | 12.30% | 268.50%-256.2pp | 64.67%-52.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,698 | $2,267-25.1% | $4,672-63.7% | $2,623-35.3% |
| Participant deferral / active EE | $3,682 | $2,836+29.8% | $5,626-34.6% | $4,346-15.3% |
| Admin fee / account holder | $35,930 | $1,738+1967.0% | $15,912+125.8% | $1,942+1750.4% |