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 | $75,727 | $55,415+36.7% | $155,509-51.3% | $74,495+1.7% |
| Participation rate | 49.1% | 61.9%-12.8pp | 78.2%-29.1pp | 67.2%-18.1pp |
| Annual return | 13.05% | 268.50%-255.5pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $876 | $2,267-61.4% | $4,672-81.3% | $2,623-66.6% |
| Participant deferral / active EE | $1,315 | $2,836-53.6% | $5,626-76.6% | $4,346-69.7% |
| Admin fee / account holder | $16,300 | $1,738+837.7% | $15,912+2.4% | $1,942+739.4% |