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 | $85,637 | $72,400+18.3% | $67,502+26.9% | $145,922-41.3% |
| Participation rate | 8.3% | 76.9%-68.5pp | 72.9%-64.5pp | 80.3%-71.9pp |
| Annual return | 17.19% | 7182.46%-7165.3pp | 3512.12%-3494.9pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,946 | $3,069-36.6% | $2,731-28.7% | $4,660-58.2% |
| Participant deferral / active EE | $2,262 | $4,783-52.7% | $4,000-43.4% | $6,688-66.2% |
| Admin fee / account holder | $7,524 | $5,539+35.8% | $3,998+88.2% | $13,397-43.8% |