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 | $87,959 | $29,548+197.7% | $56,411+55.9% | $77,643+13.3% |
| Participation rate | 16.7% | 32.7%-16.0pp | 52.5%-35.8pp | 70.6%-53.9pp |
| Annual return | 14.82% | 19.01%-4.2pp | 1701.33%-1686.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $663 | $568+16.8% | $1,039-36.2% | $2,726-75.7% |
| Participant deferral / active EE | $1,275 | $1,061+20.2% | $1,952-34.7% | $4,647-72.6% |
| Admin fee / account holder | $3,095 | $1,046+195.8% | $2,829+9.4% | $430+619.0% |