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 | $91,055 | $53,127+71.4% | $86,590+5.2% | $70,131+29.8% |
| Participation rate | 39.3% | 65.3%-26.0pp | 73.5%-34.3pp | 69.5%-30.3pp |
| Annual return | 17.32% | 27.66%-10.3pp | 964.84%-947.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,137 | $2,068-45.0% | $2,839-59.9% | $2,342-51.4% |
| Participant deferral / active EE | $3,183 | $2,696+18.1% | $3,609-11.8% | $3,332-4.5% |
| Admin fee / account holder | $385 | $3,585-89.3% | $4,906-92.1% | $4,645-91.7% |