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 | $108,452 | $34,308+216.1% | $74,701+45.2% | $72,985+48.6% |
| Participation rate | 24.4% | 42.4%-18.0pp | 54.5%-30.0pp | 69.5%-45.0pp |
| Annual return | 22.59% | 26.58%-4.0pp | 752.92%-730.3pp | 81.00%-58.4pp |
| Employer contribution / active EE | $428 | $692-38.1% | $1,084-60.5% | $2,440-82.5% |
| Participant deferral / active EE | $1,852 | $1,271+45.7% | $1,964-5.7% | $3,607-48.7% |
| Admin fee / account holder | $4,356 | $2,124+105.1% | $3,333+30.7% | $5,124-15.0% |