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 | $71,556 | $29,051+146.3% | $52,425+36.5% | $67,986+5.3% |
| Participation rate | 50.0% | 30.4%+19.6pp | 55.6%-5.6pp | 57.2%-7.2pp |
| Annual return | 18.46% | 24.00%-5.5pp | 302.12%-283.7pp | 31.67%-13.2pp |
| Employer contribution / active EE | $588 | $412+42.8% | $914-35.7% | $2,019-70.9% |
| Participant deferral / active EE | $1,604 | $873+83.7% | $1,790-10.4% | $3,358-52.2% |
| Admin fee / account holder | $1,125 | $2,113-46.8% | $2,495-54.9% | $3,203-64.9% |