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 | $118,761 | $102,604+15.7% | $86,188+37.8% | $139,434-14.8% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 11.31% | 1922.51%-1911.2pp | 1168.45%-1157.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $972 | $3,032-68.0% | $2,380-59.2% | $4,751-79.5% |
| Participant deferral / active EE | $4,187 | $4,676-10.4% | $3,985+5.1% | $6,710-37.6% |
| Admin fee / account holder | $62,517 | $8,657+622.2% | $6,852+812.4% | $11,403+448.3% |