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 | $85,242 | $35,183+142.3% | $73,545+15.9% | $70,131+21.5% |
| Participation rate | 69.4% | 42.9%+26.5pp | 54.9%+14.5pp | 69.5%-0.1pp |
| Annual return | 14.11% | 26.90%-12.8pp | -15.16%+29.3pp | 73.14%-59.0pp |
| Employer contribution / active EE | $790 | $709+11.5% | $1,219-35.2% | $2,342-66.3% |
| Participant deferral / active EE | $4,067 | $1,220+233.4% | $1,806+125.2% | $3,332+22.1% |
| Admin fee / account holder | $14,617 | $2,302+534.9% | $2,320+530.1% | $4,645+214.7% |