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 | $98,664 | $52,279+88.7% | $89,391+10.4% | $79,858+23.5% |
| Participation rate | 46.2% | 57.5%-11.4pp | 68.0%-21.8pp | 69.6%-23.5pp |
| Annual return | 12.19% | 22.16%-10.0pp | 245.62%-233.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $968 | $1,572-38.4% | $2,586-62.6% | $2,471-60.8% |
| Participant deferral / active EE | $4,084 | $2,740+49.0% | $3,890+5.0% | $3,740+9.2% |
| Admin fee / account holder | $454 | $3,356-86.5% | $4,881-90.7% | $5,306-91.4% |