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 | $118,446 | $55,415+113.7% | $155,509-23.8% | $74,495+59.0% |
| Participation rate | 50.4% | 61.9%-11.5pp | 78.2%-27.8pp | 67.2%-16.8pp |
| Annual return | 14.14% | 268.50%-254.4pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,514 | $2,267-33.2% | $4,672-67.6% | $2,623-42.3% |
| Participant deferral / active EE | $3,396 | $2,836+19.7% | $5,626-39.6% | $4,346-21.9% |
| Admin fee / account holder | $11,644 | $1,738+569.9% | $15,912-26.8% | $1,942+499.7% |