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 | $86,492 | $29,660+191.6% | $56,411+53.3% | $80,856+7.0% |
| Participation rate | 28.3% | 41.6%-13.4pp | 52.5%-24.2pp | 67.6%-39.4pp |
| Annual return | 12.96% | 35.23%-22.3pp | 1701.33%-1688.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $775 | $669+15.7% | $1,039-25.4% | $2,755-71.9% |
| Participant deferral / active EE | $1,539 | $1,226+25.5% | $1,952-21.1% | $4,296-64.2% |
| Admin fee / account holder | $328,432 | $2,428+13429.5% | $2,829+11510.4% | $6,918+4647.5% |