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 | $120,507 | $53,516+125.2% | $126,539-4.8% | $84,808+42.1% |
| Participation rate | 44.4% | 58.2%-13.8pp | 69.8%-25.4pp | 68.3%-23.9pp |
| Annual return | 17.82% | 58.34%-40.5pp | 425.95%-408.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $765 | $1,535-50.2% | $3,674-79.2% | $2,631-70.9% |
| Participant deferral / active EE | $2,874 | $2,671+7.6% | $4,083-29.6% | $4,212-31.8% |
| Admin fee / account holder | $9,441 | $4,497+110.0% | $6,065+55.7% | $7,344+28.6% |