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 | $142,714 | $101,724+40.3% | $164,813-13.4% | $80,856+76.5% |
| Participation rate | 64.0% | 71.8%-7.8pp | 78.6%-14.6pp | 67.6%-3.6pp |
| Annual return | 19.13% | 16.72%+2.4pp | 69.93%-50.8pp | 35.59%-16.5pp |
| Employer contribution / active EE | $889 | $2,953-69.9% | $4,341-79.5% | $2,755-67.7% |
| Participant deferral / active EE | $3,757 | $4,477-16.1% | $6,031-37.7% | $4,296-12.6% |
| Admin fee / account holder | $25,434 | $8,227+209.1% | $12,690+100.4% | $6,918+267.6% |