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 | $116,274 | $58,208+99.8% | $81,812+42.1% | $80,856+43.8% |
| Participation rate | 58.1% | 63.4%-5.3pp | 72.3%-14.2pp | 67.6%-9.5pp |
| Annual return | 15.05% | 41.66%-26.6pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $636 | $2,340-72.8% | $2,912-78.2% | $2,755-76.9% |
| Participant deferral / active EE | $2,920 | $3,281-11.0% | $4,319-32.4% | $4,296-32.0% |
| Admin fee / account holder | $22,329 | $4,981+348.2% | $7,386+202.3% | $6,918+222.8% |