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 | $147,030 | $91,037+61.5% | $71,671+105.1% | $147,584-0.4% |
| Participation rate | 40.0% | 76.1%-36.1pp | 68.7%-28.7pp | 82.8%-42.8pp |
| Annual return | 11.54% | 20.48%-8.9pp | 20.65%-9.1pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,904 | $3,327-42.8% | $2,460-22.6% | $4,876-61.0% |
| Participant deferral / active EE | $7,200 | $4,498+60.1% | $3,438+109.4% | $5,439+32.4% |
| Admin fee / account holder | $907 | $8,613-89.5% | $5,558-83.7% | $10,885-91.7% |