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 | $140,924 | $82,978+69.8% | $129,995+8.4% | $71,457+97.2% |
| Participation rate | 56.9% | 74.1%-17.2pp | 78.5%-21.6pp | 67.9%-11.0pp |
| Annual return | 21.54% | 20.60%+0.9pp | -137.18%+158.7pp | 28.85%-7.3pp |
| Employer contribution / active EE | $895 | $2,622-65.9% | $4,320-79.3% | $2,588-65.4% |
| Participant deferral / active EE | $6,146 | $4,432+38.7% | $5,820+5.6% | $4,289+43.3% |
| Admin fee / account holder | $8,542 | $1,729+394.1% | $10,614-19.5% | $1,587+438.2% |