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 8-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 | $113,696 | $55,415+105.2% | $155,509-26.9% | $74,495+52.6% |
| Participation rate | 35.3% | 61.9%-26.6pp | 78.2%-42.9pp | 67.2%-31.9pp |
| Annual return | 15.58% | 268.50%-252.9pp | 64.67%-49.1pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $401 | $2,267-82.3% | $4,672-91.4% | $2,623-84.7% |
| Participant deferral / active EE | $3,568 | $2,836+25.8% | $5,626-36.6% | $4,346-17.9% |
| Admin fee / account holder | $2,559 | $1,738+47.2% | $15,912-83.9% | $1,942+31.8% |