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 | $99,135 | $83,902+18.2% | $167,512-40.8% | $84,808+16.9% |
| Participation rate | 34.9% | 66.5%-31.5pp | 77.1%-42.1pp | 68.3%-33.4pp |
| Annual return | 14.24% | 91.55%-77.3pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,329 | $2,264+2.9% | $3,882-40.0% | $2,631-11.5% |
| Participant deferral / active EE | $2,626 | $4,442-40.9% | $6,405-59.0% | $4,212-37.6% |
| Admin fee / account holder | $19,672 | $7,915+148.5% | $9,769+101.4% | $7,344+167.9% |