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 | $139,709 | $61,774+126.2% | $97,226+43.7% | $80,856+72.8% |
| Participation rate | 55.2% | 63.5%-8.3pp | 72.7%-17.5pp | 67.6%-12.5pp |
| Annual return | 16.81% | -557.90%+574.7pp | 75.13%-58.3pp | 35.59%-18.8pp |
| Employer contribution / active EE | $876 | $1,837-52.3% | $2,729-67.9% | $2,755-68.2% |
| Participant deferral / active EE | $3,253 | $3,029+7.4% | $4,264-23.7% | $4,296-24.3% |
| Admin fee / account holder | $974 | $5,166-81.2% | $5,654-82.8% | $6,918-85.9% |