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 | $62,854 | $55,415+13.4% | $155,509-59.6% | $74,495-15.6% |
| Participation rate | 36.0% | 61.9%-25.9pp | 78.2%-42.2pp | 67.2%-31.2pp |
| Annual return | 12.32% | 268.50%-256.2pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $743 | $2,267-67.2% | $4,672-84.1% | $2,623-71.7% |
| Participant deferral / active EE | $1,300 | $2,836-54.2% | $5,626-76.9% | $4,346-70.1% |
| Admin fee / account holder | $2,383 | $1,738+37.1% | $15,912-85.0% | $1,942+22.7% |