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 | $85,335 | $54,558+56.4% | $76,002+12.3% | $74,546+14.5% |
| Participation rate | 59.0% | 60.3%-1.3pp | 69.1%-10.1pp | 67.2%-8.2pp |
| Annual return | 14.78% | 31.83%-17.0pp | 360.07%-345.3pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $1,148 | $1,778-35.4% | $2,688-57.3% | $2,624-56.2% |
| Participant deferral / active EE | $4,035 | $3,065+31.6% | $4,257-5.2% | $4,347-7.2% |
| Admin fee / account holder | $16,044 | $2,232+618.8% | $6,414+150.2% | $1,944+725.5% |