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 8-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 | $100,935 | $48,230+109.3% | $67,502+49.5% | $80,856+24.8% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.6%-17.6pp |
| Annual return | 14.21% | 18.28%-4.1pp | 3512.12%-3497.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $645 | $2,020-68.1% | $2,731-76.4% | $2,755-76.6% |
| Participant deferral / active EE | $3,203 | $2,924+9.5% | $4,000-19.9% | $4,296-25.4% |
| Admin fee / account holder | $437 | $3,681-88.1% | $3,998-89.1% | $6,918-93.7% |