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 | $88,214 | $58,927+49.7% | $76,817+14.8% | $72,985+20.9% |
| Participation rate | 35.5% | 67.3%-31.9pp | 72.1%-36.6pp | 69.5%-34.0pp |
| Annual return | 18.62% | 2305.64%-2287.0pp | 1166.11%-1147.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,048 | $1,787-41.3% | $2,302-54.5% | $2,440-57.0% |
| Participant deferral / active EE | $2,257 | $2,690-16.1% | $3,336-32.3% | $3,607-37.4% |
| Admin fee / account holder | $12,955 | $4,013+222.8% | $6,420+101.8% | $5,124+152.8% |