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 | $150,591 | $57,281+162.9% | $86,612+73.9% | $75,163+100.4% |
| Participation rate | 39.6% | 63.2%-23.6pp | 71.7%-32.1pp | 67.2%-27.6pp |
| Annual return | 18.04% | 2670.75%-2652.7pp | 591.07%-573.0pp | 160.62%-142.6pp |
| Employer contribution / active EE | $560 | $2,314-75.8% | $3,022-81.5% | $2,670-79.0% |
| Participant deferral / active EE | $2,337 | $3,318-29.6% | $4,438-47.3% | $4,125-43.3% |
| Admin fee / account holder | $6,226 | $4,112+51.4% | $5,614+10.9% | $5,651+10.2% |