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 | $88,618 | $88,083+0.6% | $164,813-46.2% | $74,495+19.0% |
| Participation rate | 37.3% | 73.0%-35.8pp | 78.6%-41.3pp | 67.2%-29.9pp |
| Annual return | 21.41% | 17.26%+4.2pp | 69.93%-48.5pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,536 | $4,498-43.6% | $6,031-58.0% | $4,346-41.7% |
| Admin fee / account holder | $6,746 | $2,234+202.0% | $12,690-46.8% | $1,942+247.4% |