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 | $100,134 | $54,517+83.7% | $75,972+31.8% | $74,495+34.4% |
| Participation rate | 41.0% | 60.3%-19.3pp | 69.1%-28.1pp | 67.2%-26.2pp |
| Annual return | 13.04% | 31.82%-18.8pp | 359.55%-346.5pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $464 | $1,777-73.9% | $2,685-82.7% | $2,623-82.3% |
| Participant deferral / active EE | $2,528 | $3,066-17.5% | $4,255-40.6% | $4,346-41.8% |
| Admin fee / account holder | $13,093 | $2,229+487.5% | $6,467+102.5% | $1,942+574.3% |