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 | $128,886 | $54,705+135.6% | $71,209+81.0% | $84,808+52.0% |
| Participation rate | 43.8% | 64.1%-20.3pp | 73.8%-30.0pp | 68.3%-24.6pp |
| Annual return | 17.69% | 35.90%-18.2pp | 282.51%-264.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,113 | $2,158-2.1% | $2,721-22.4% | $2,631-19.7% |
| Participant deferral / active EE | $4,917 | $3,030+62.3% | $4,175+17.8% | $4,212+16.8% |
| Admin fee / account holder | $816 | $4,863-83.2% | $5,349-84.7% | $7,344-88.9% |