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 | $84,976 | $109,817-22.6% | $98,442-13.7% | $167,490-49.3% |
| Participation rate | 52.9% | 75.8%-22.9pp | 73.3%-20.4pp | 82.1%-29.2pp |
| Annual return | 11.82% | 1956.69%-1944.9pp | 1492.73%-1480.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,358 | $3,224-57.9% | $2,960-54.1% | $4,837-71.9% |
| Participant deferral / active EE | $2,697 | $4,673-42.3% | $4,276-36.9% | $6,341-57.5% |
| Admin fee / account holder | $24,970 | $6,753+269.8% | $5,949+319.7% | $12,309+102.9% |