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 | $90,542 | $68,914+31.4% | $136,749-33.8% | $74,304+21.9% |
| Participation rate | 30.9% | 51.3%-20.4pp | 72.1%-41.2pp | 60.3%-29.4pp |
| Annual return | 16.30% | 16.34%0pp | 24.33%-8.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $489 | $1,561-68.7% | $3,400-85.6% | $2,241-78.2% |
| Participant deferral / active EE | $1,984 | $2,541-21.9% | $4,692-57.7% | $3,767-47.3% |
| Admin fee / account holder | $22,060 | $3,149+600.5% | $11,386+93.7% | $2,969+643.1% |