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 | $85,215 | $55,415+53.8% | $155,509-45.2% | $74,495+14.4% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 34.58% | 268.50%-233.9pp | 64.67%-30.1pp | 1364.94%-1330.4pp |
| Employer contribution / active EE | $849 | $2,267-62.6% | $4,672-81.8% | $2,623-67.6% |
| Participant deferral / active EE | $1,223 | $2,836-56.9% | $5,626-78.3% | $4,346-71.9% |
| Admin fee / account holder | $3,565 | $1,738+105.1% | $15,912-77.6% | $1,942+83.6% |