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 | $139,187 | $83,902+65.9% | $167,512-16.9% | $84,808+64.1% |
| Participation rate | 51.6% | 66.5%-14.9pp | 77.1%-25.4pp | 68.3%-16.7pp |
| Annual return | 16.52% | 91.55%-75.0pp | 1615.79%-1599.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,845 | $2,264-18.5% | $3,882-52.5% | $2,631-29.9% |
| Participant deferral / active EE | $2,840 | $4,442-36.1% | $6,405-55.7% | $4,212-32.6% |
| Admin fee / account holder | $9,802 | $7,915+23.8% | $9,769+0.3% | $7,344+33.5% |