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 | $80,938 | $68,097+18.9% | $62,929+28.6% | $137,256-41.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 11.35% | 1859.11%-1847.8pp | 1063.93%-1052.6pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,419 | $2,811-13.9% | $2,505-3.4% | $4,156-41.8% |
| Participant deferral / active EE | $3,447 | $4,553-24.3% | $3,888-11.3% | $6,407-46.2% |
| Admin fee / account holder | $8,929 | $6,521+36.9% | $5,065+76.3% | $12,270-27.2% |