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 | $122,370 | $55,415+120.8% | $155,509-21.3% | $74,495+64.3% |
| Participation rate | 42.4% | 61.9%-19.5pp | 78.2%-35.8pp | 67.2%-24.8pp |
| Annual return | 12.76% | 268.50%-255.7pp | 64.67%-51.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,167 | $2,267-48.5% | $4,672-75.0% | $2,623-55.5% |
| Participant deferral / active EE | $1,400 | $2,836-50.6% | $5,626-75.1% | $4,346-67.8% |
| Admin fee / account holder | $6,308 | $1,738+262.9% | $15,912-60.4% | $1,942+224.9% |