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 | $114,613 | $29,660+286.4% | $56,411+103.2% | $80,856+41.7% |
| Participation rate | 30.0% | 41.6%-11.6pp | 52.5%-22.5pp | 67.6%-37.6pp |
| Annual return | 16.27% | 35.23%-19.0pp | 1701.33%-1685.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,048 | $669+56.6% | $1,039+0.9% | $2,755-61.9% |
| Participant deferral / active EE | $2,138 | $1,226+74.4% | $1,952+9.5% | $4,296-50.2% |
| Admin fee / account holder | $2,070 | $2,428-14.7% | $2,829-26.8% | $6,918-70.1% |