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 | $89,502 | $60,124+48.9% | $90,404-1.0% | $79,858+12.1% |
| Participation rate | 41.7% | 65.0%-23.3pp | 72.7%-31.0pp | 69.6%-28.0pp |
| Annual return | 16.65% | 71.94%-55.3pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,385 | $2,068-33.0% | $3,262-57.5% | $2,471-43.9% |
| Participant deferral / active EE | $1,993 | $2,938-32.2% | $3,963-49.7% | $3,740-46.7% |
| Admin fee / account holder | $8,493 | $3,976+113.6% | $5,611+51.4% | $5,306+60.1% |