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 | $95,488 | $71,050+34.4% | $93,606+2.0% | $80,856+18.1% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.6%-34.3pp |
| Annual return | 12.13% | 11.26%+0.9pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $467 | $1,564-70.1% | $2,420-80.7% | $2,755-83.0% |
| Participant deferral / active EE | $2,032 | $4,034-49.6% | $4,411-53.9% | $4,296-52.7% |
| Admin fee / account holder | $872 | $6,945-87.4% | $8,285-89.5% | $6,918-87.4% |