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 | $169,984 | $83,902+102.6% | $167,512+1.5% | $84,808+100.4% |
| Participation rate | 47.7% | 66.5%-18.7pp | 77.1%-29.3pp | 68.3%-20.6pp |
| Annual return | 15.55% | 91.55%-76.0pp | 1615.79%-1600.2pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,788 | $2,264-21.0% | $3,882-53.9% | $2,631-32.0% |
| Participant deferral / active EE | $4,535 | $4,442+2.1% | $6,405-29.2% | $4,212+7.7% |
| Admin fee / account holder | $23,806 | $7,915+200.8% | $9,769+143.7% | $7,344+224.2% |