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 | $93,837 | $52,450+78.9% | $129,295-27.4% | $74,546+25.9% |
| Participation rate | 36.4% | 53.8%-17.4pp | 69.6%-33.2pp | 67.2%-30.8pp |
| Annual return | 18.57% | 15.65%+2.9pp | 9429.28%-9410.7pp | 1366.03%-1347.5pp |
| Employer contribution / active EE | $1,113 | $1,532-27.4% | $4,157-73.2% | $2,624-57.6% |
| Participant deferral / active EE | $1,753 | $2,797-37.3% | $4,169-58.0% | $4,347-59.7% |
| Admin fee / account holder | $12,340 | $2,636+368.2% | $7,665+61.0% | $1,944+534.9% |