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 | $75,893 | $29,667+155.8% | $56,441+34.5% | $80,874-6.2% |
| Participation rate | 22.9% | 41.7%-18.8pp | 52.5%-29.6pp | 67.6%-44.8pp |
| Annual return | 17.37% | 35.22%-17.9pp | 1704.21%-1686.8pp | 35.62%-18.2pp |
| Employer contribution / active EE | $528 | $669-21.2% | $1,039-49.2% | $2,756-80.8% |
| Participant deferral / active EE | $2,081 | $1,227+69.7% | $1,953+6.6% | $4,297-51.6% |
| Admin fee / account holder | $1,489 | $2,429-38.7% | $2,829-47.4% | $6,935-78.5% |