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 | $118,644 | $48,046+146.9% | $84,611+40.2% | $72,985+62.6% |
| Participation rate | 48.0% | 57.6%-9.6pp | 68.2%-20.2pp | 69.5%-21.5pp |
| Annual return | 18.75% | 37.38%-18.6pp | 258.74%-240.0pp | 81.00%-62.3pp |
| Employer contribution / active EE | $814 | $1,602-49.2% | $2,652-69.3% | $2,440-66.6% |
| Participant deferral / active EE | $5,082 | $2,680+89.6% | $3,899+30.4% | $3,607+40.9% |
| Admin fee / account holder | $62,129 | $3,395+1730.2% | $4,912+1164.8% | $5,124+1112.4% |