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 | $128,703 | $63,861+101.5% | $104,607+23.0% | $79,858+61.2% |
| Participation rate | 15.2% | 64.9%-49.8pp | 74.1%-58.9pp | 69.6%-54.5pp |
| Annual return | 14.72% | 21.30%-6.6pp | 340.46%-325.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $803 | $1,588-49.4% | $2,681-70.0% | $2,471-67.5% |
| Participant deferral / active EE | $2,485 | $2,693-7.7% | $3,740-33.6% | $3,740-33.6% |
| Admin fee / account holder | $15,014 | $4,185+258.8% | $6,473+131.9% | $5,306+182.9% |