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 | $100,171 | $54,701+83.1% | $86,188+16.2% | $71,457+40.2% |
| Participation rate | 32.9% | 60.1%-27.2pp | 69.0%-36.1pp | 67.9%-35.0pp |
| Annual return | 14.84% | 20.06%-5.2pp | 1168.45%-1153.6pp | 28.85%-14.0pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,483 | $3,108-20.1% | $3,985-37.7% | $4,289-42.1% |
| Admin fee / account holder | $10,636 | $1,922+453.5% | $6,852+55.2% | $1,587+570.1% |