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 | $115,136 | $106,890+7.7% | $84,015+37.0% | $152,861-24.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 20.18% | 104.99%-84.8pp | 71.31%-51.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $448 | $2,734-83.6% | $1,983-77.4% | $4,762-90.6% |
| Participant deferral / active EE | $2,553 | $4,011-36.4% | $3,239-21.2% | $5,850-56.4% |
| Admin fee / account holder | $38,773 | $8,285+368.0% | $6,101+535.6% | $11,596+234.4% |