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 | $29,660+103.4% | $56,411+6.9% | $80,856-25.4% |
| Participation rate | 40.6% | 41.6%-1.0pp | 52.5%-11.8pp | 67.6%-27.0pp |
| Annual return | 13.11% | 35.23%-22.1pp | 1701.33%-1688.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,336 | $669+99.6% | $1,039+28.6% | $2,755-51.5% |
| Participant deferral / active EE | $2,154 | $1,226+75.7% | $1,952+10.3% | $4,296-49.9% |
| Admin fee / account holder | $2,197 | $2,428-9.5% | $2,829-22.3% | $6,918-68.2% |