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 | $114,892 | $41,078+179.7% | $80,569+42.6% | $71,457+60.8% |
| Participation rate | 28.8% | 50.2%-21.5pp | 67.0%-38.2pp | 67.9%-39.2pp |
| Annual return | 17.44% | 38.45%-21.0pp | 935.43%-918.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,464 | $2,699-8.7% | $4,447-44.6% | $4,289-42.5% |
| Admin fee / account holder | $2,938 | $1,840+59.7% | $5,377-45.4% | $1,587+85.1% |