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 | $106,903 | $58,694+82.1% | $142,863-25.2% | $85,850+24.5% |
| Participation rate | 44.0% | 58.5%-14.5pp | 71.9%-27.9pp | 69.3%-25.3pp |
| Annual return | 19.60% | 27.72%-8.1pp | 5637.54%-5617.9pp | 318.53%-298.9pp |
| Employer contribution / active EE | $415 | $1,423-70.8% | $4,144-90.0% | $2,565-83.8% |
| Participant deferral / active EE | $1,380 | $2,607-47.1% | $3,837-64.0% | $3,952-65.1% |
| Admin fee / account holder | $15,135 | $4,239+257.0% | $6,560+130.7% | $6,260+141.8% |