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 | $60,313 | $29,667+103.3% | $56,441+6.9% | $80,874-25.4% |
| Participation rate | 40.6% | 41.7%-1.0pp | 52.5%-11.9pp | 67.6%-27.0pp |
| Annual return | 13.11% | 35.22%-22.1pp | 1704.21%-1691.1pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,336 | $669+99.6% | $1,039+28.6% | $2,756-51.5% |
| Participant deferral / active EE | $2,154 | $1,227+75.6% | $1,953+10.3% | $4,297-49.9% |
| Admin fee / account holder | $2,197 | $2,429-9.5% | $2,829-22.3% | $6,935-68.3% |