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 | $83,708 | $55,415+51.1% | $155,509-46.2% | $74,495+12.4% |
| Participation rate | 46.8% | 61.9%-15.1pp | 78.2%-31.4pp | 67.2%-20.4pp |
| Annual return | 12.28% | 268.50%-256.2pp | 64.67%-52.4pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,534 | $2,267-32.4% | $4,672-67.2% | $2,623-41.5% |
| Participant deferral / active EE | $3,236 | $2,836+14.1% | $5,626-42.5% | $4,346-25.5% |
| Admin fee / account holder | $1,865 | $1,738+7.3% | $15,912-88.3% | $1,942-3.9% |