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 | $78,221 | $29,319+166.8% | $52,425+49.2% | $82,448-5.1% |
| Participation rate | 64.8% | 46.9%+18.0pp | 55.6%+9.2pp | 68.1%-3.3pp |
| Annual return | 19.26% | 535.20%-515.9pp | 302.12%-282.9pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,048 | $586+78.8% | $914+14.7% | $2,551-58.9% |
| Participant deferral / active EE | $2,533 | $1,171+116.2% | $1,790+41.5% | $4,139-38.8% |
| Admin fee / account holder | $3,768 | $1,962+92.0% | $2,495+51.0% | $7,234-47.9% |