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 | $75,847 | $52,406+44.7% | $129,207-41.3% | $74,495+1.8% |
| Participation rate | 44.5% | 53.8%-9.3pp | 69.6%-25.1pp | 67.2%-22.7pp |
| Annual return | 25.18% | 15.66%+9.5pp | 9417.33%-9392.1pp | 1364.94%-1339.8pp |
| Employer contribution / active EE | $1,310 | $1,531-14.4% | $4,153-68.4% | $2,623-50.0% |
| Participant deferral / active EE | $1,934 | $2,794-30.8% | $4,168-53.6% | $4,346-55.5% |
| Admin fee / account holder | $3,965 | $2,633+50.6% | $7,715-48.6% | $1,942+104.2% |