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 | $113,471 | $34,308+230.7% | $74,701+51.9% | $72,985+55.5% |
| Participation rate | 40.0% | 42.4%-2.4pp | 54.5%-14.5pp | 69.5%-29.5pp |
| Annual return | 25.79% | 26.58%-0.8pp | 752.92%-727.1pp | 81.00%-55.2pp |
| Employer contribution / active EE | $2,001 | $692+189.4% | $1,084+84.7% | $2,440-18.0% |
| Participant deferral / active EE | $4,213 | $1,271+231.4% | $1,964+114.6% | $3,607+16.8% |
| Admin fee / account holder | $1,579 | $2,124-25.7% | $3,333-52.6% | $5,124-69.2% |