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 | $109,004 | $39,798+173.9% | $67,711+61.0% | $59,632+82.8% |
| Participation rate | 64.0% | 57.4%+6.6pp | 67.5%-3.5pp | 68.7%-4.7pp |
| Annual return | 0.56% | 89.94%-89.4pp | 25.41%-24.8pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,992 | $1,393+43.0% | $2,559-22.2% | $2,203-9.6% |
| Participant deferral / active EE | $5,515 | $2,335+136.2% | $3,585+53.8% | $3,192+72.8% |
| Admin fee / account holder | $416 | $3,212-87.0% | $4,255-90.2% | $4,297-90.3% |