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 | $52,423 | $102,317-48.8% | $146,958-64.3% | $80,856-35.2% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.2%-16.5pp | 67.6%-2.0pp |
| Annual return | 22.90% | 134.76%-111.9pp | 418.34%-395.4pp | 35.59%-12.7pp |
| Employer contribution / active EE | $4,199 | $3,713+13.1% | $4,933-14.9% | $2,755+52.4% |
| Participant deferral / active EE | $9,752 | $6,644+46.8% | $8,070+20.8% | $4,296+127.0% |
| Admin fee / account holder | $12,079 | $7,941+52.1% | $12,998-7.1% | $6,918+74.6% |