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 | $95,398 | $29,548+222.9% | $56,411+69.1% | $77,643+22.9% |
| Participation rate | 18.8% | 32.7%-13.9pp | 52.5%-33.7pp | 70.6%-51.8pp |
| Annual return | 12.46% | 19.01%-6.5pp | 1701.33%-1688.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $598 | $568+5.3% | $1,039-42.5% | $2,726-78.1% |
| Participant deferral / active EE | $840 | $1,061-20.8% | $1,952-56.9% | $4,647-81.9% |
| Admin fee / account holder | $1,943 | $1,046+85.7% | $2,829-31.3% | $430+351.4% |