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 | $93,094 | $29,660+213.9% | $56,411+65.0% | $80,856+15.1% |
| Participation rate | 54.3% | 41.6%+12.6pp | 52.5%+1.8pp | 67.6%-13.4pp |
| Annual return | 11.05% | 35.23%-24.2pp | 1701.33%-1690.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $548 | $669-18.1% | $1,039-47.2% | $2,755-80.1% |
| Participant deferral / active EE | $2,752 | $1,226+124.4% | $1,952+41.0% | $4,296-35.9% |
| Admin fee / account holder | $3,702 | $2,428+52.5% | $2,829+30.9% | $6,918-46.5% |