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 | $108,673 | $64,839+67.6% | $95,585+13.7% | $84,808+28.1% |
| Participation rate | 53.6% | 63.8%-10.2pp | 72.1%-18.5pp | 68.3%-14.7pp |
| Annual return | 13.34% | -670.96%+684.3pp | 38.56%-25.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $463 | $1,759-73.7% | $2,527-81.7% | $2,631-82.4% |
| Participant deferral / active EE | $3,626 | $2,965+22.3% | $4,023-9.9% | $4,212-13.9% |
| Admin fee / account holder | $14,585 | $5,964+144.5% | $6,127+138.0% | $7,344+98.6% |