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 | $124,760 | $83,902+48.7% | $167,512-25.5% | $84,808+47.1% |
| Participation rate | 48.7% | 66.5%-17.7pp | 77.1%-28.3pp | 68.3%-19.6pp |
| Annual return | 13.50% | 91.55%-78.1pp | 1615.79%-1602.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,381 | $2,264-39.0% | $3,882-64.4% | $2,631-47.5% |
| Participant deferral / active EE | $2,686 | $4,442-39.5% | $6,405-58.1% | $4,212-36.2% |
| Admin fee / account holder | $2,168 | $7,915-72.6% | $9,769-77.8% | $7,344-70.5% |