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 | $245,662 | $39,019+529.6% | $80,716+204.4% | $85,850+186.2% |
| Participation rate | 7.7% | 41.5%-33.9pp | 54.2%-46.5pp | 69.3%-61.6pp |
| Annual return | 12.51% | 26.27%-13.8pp | 87.28%-74.8pp | 318.53%-306.0pp |
| Employer contribution / active EE | $142 | $722-80.3% | $1,160-87.7% | $2,565-94.5% |
| Participant deferral / active EE | $767 | $1,326-42.1% | $2,146-64.2% | $3,952-80.6% |
| Admin fee / account holder | $2,241 | $2,431-7.8% | $3,380-33.7% | $6,260-64.2% |