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 | $106,723 | $83,902+27.2% | $167,512-36.3% | $84,808+25.8% |
| Participation rate | 52.3% | 66.5%-14.2pp | 77.1%-24.8pp | 68.3%-16.0pp |
| Annual return | 16.04% | 91.55%-75.5pp | 1615.79%-1599.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $486 | $2,264-78.5% | $3,882-87.5% | $2,631-81.5% |
| Participant deferral / active EE | $2,422 | $4,442-45.5% | $6,405-62.2% | $4,212-42.5% |
| Admin fee / account holder | $883 | $7,915-88.8% | $9,769-91.0% | $7,344-88.0% |