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 | $91,163 | $27,243+234.6% | $52,425+73.9% | $79,634+14.5% |
| Participation rate | 9.2% | 22.4%-13.3pp | 55.6%-46.5pp | 62.5%-53.3pp |
| Annual return | 14.86% | 63.36%-48.5pp | 302.12%-287.3pp | 36.46%-21.6pp |
| Employer contribution / active EE | $314 | $319-1.5% | $914-65.6% | $2,529-87.6% |
| Participant deferral / active EE | $663 | $636+4.4% | $1,790-63.0% | $3,835-82.7% |
| Admin fee / account holder | $2,457 | $2,105+16.7% | $2,495-1.5% | $1,002+145.2% |