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 | $106,054 | $34,934+203.6% | $56,411+88.0% | $74,495+42.4% |
| Participation rate | 18.8% | 32.8%-14.1pp | 52.5%-33.7pp | 67.2%-48.5pp |
| Annual return | 12.26% | 25.94%-13.7pp | 1701.33%-1689.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $436 | $609-28.4% | $1,039-58.0% | $2,623-83.4% |
| Participant deferral / active EE | $1,083 | $1,170-7.5% | $1,952-44.5% | $4,346-75.1% |
| Admin fee / account holder | $8,625 | $2,364+264.9% | $2,829+204.9% | $1,942+344.2% |