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 | $132,835 | $99,020+34.2% | $86,590+53.4% | $147,584-10.0% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 12.37% | 1312.34%-1300.0pp | 964.84%-952.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,321 | $3,132-57.8% | $2,839-53.5% | $4,876-72.9% |
| Participant deferral / active EE | $2,771 | $3,972-30.3% | $3,609-23.2% | $5,439-49.1% |
| Admin fee / account holder | $10,277 | $5,710+80.0% | $4,906+109.5% | $10,885-5.6% |