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 | $121,574 | $37,426+224.8% | $77,482+56.9% | $79,858+52.2% |
| Participation rate | 32.6% | 41.5%-8.9pp | 54.2%-21.6pp | 69.6%-37.0pp |
| Annual return | 20.38% | 39.70%-19.3pp | 54.79%-34.4pp | 31.71%-11.3pp |
| Employer contribution / active EE | $559 | $637-12.2% | $986-43.3% | $2,471-77.4% |
| Participant deferral / active EE | $1,615 | $1,260+28.2% | $1,861-13.2% | $3,740-56.8% |
| Admin fee / account holder | $4,875 | $2,504+94.7% | $2,858+70.6% | $5,306-8.1% |