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 | $82,325 | $54,701+50.5% | $86,188-4.5% | $71,457+15.2% |
| Participation rate | 39.3% | 60.1%-20.9pp | 69.0%-29.7pp | 67.9%-28.7pp |
| Annual return | 24.64% | 20.06%+4.6pp | 1168.45%-1143.8pp | 28.85%-4.2pp |
| Employer contribution / active EE | $434 | $1,265-65.7% | $2,380-81.8% | $2,588-83.2% |
| Participant deferral / active EE | $2,272 | $3,108-26.9% | $3,985-43.0% | $4,289-47.0% |
| Admin fee / account holder | $10,706 | $1,922+457.1% | $6,852+56.3% | $1,587+574.5% |