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 | $94,196 | $83,902+12.3% | $167,512-43.8% | $84,808+11.1% |
| Participation rate | 60.0% | 66.5%-6.5pp | 77.1%-17.1pp | 68.3%-8.3pp |
| Annual return | 14.24% | 91.55%-77.3pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,911 | $2,264-15.6% | $3,882-50.8% | $2,631-27.4% |
| Participant deferral / active EE | $3,712 | $4,442-16.4% | $6,405-42.0% | $4,212-11.9% |
| Admin fee / account holder | $3,390 | $7,915-57.2% | $9,769-65.3% | $7,344-53.8% |