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 | $136,859 | $77,314+77.0% | $177,989-23.1% | $80,856+69.3% |
| Participation rate | 63.3% | 65.7%-2.4pp | 77.1%-13.8pp | 67.6%-4.3pp |
| Annual return | 25.87% | 18.09%+7.8pp | 294.48%-268.6pp | 35.59%-9.7pp |
| Employer contribution / active EE | $758 | $2,292-66.9% | $3,949-80.8% | $2,755-72.5% |
| Participant deferral / active EE | $4,524 | $4,411+2.6% | $6,276-27.9% | $4,296+5.3% |
| Admin fee / account holder | $13,565 | $7,191+88.6% | $10,363+30.9% | $6,918+96.1% |