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 | $80,608 | $60,323+33.6% | $81,812-1.5% | $74,495+8.2% |
| Participation rate | 40.6% | 62.9%-22.3pp | 72.3%-31.8pp | 67.2%-26.6pp |
| Annual return | 15.11% | 16.90%-1.8pp | 773.79%-758.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $834 | $2,620-68.2% | $2,912-71.4% | $2,623-68.2% |
| Participant deferral / active EE | $1,531 | $3,387-54.8% | $4,319-64.5% | $4,346-64.8% |
| Admin fee / account holder | $10,236 | $1,486+588.9% | $7,386+38.6% | $1,942+427.2% |