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 | $58,851 | $55,415+6.2% | $155,509-62.2% | $74,495-21.0% |
| Participation rate | 59.6% | 61.9%-2.3pp | 78.2%-18.6pp | 67.2%-7.6pp |
| Annual return | 11.74% | 268.50%-256.8pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,734 | $2,267-23.5% | $4,672-62.9% | $2,623-33.9% |
| Participant deferral / active EE | $4,337 | $2,836+52.9% | $5,626-22.9% | $4,346-0.2% |
| Admin fee / account holder | $8,811 | $1,738+406.9% | $15,912-44.6% | $1,942+353.8% |