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 | $92,136 | $26,114+252.8% | $58,482+57.5% | $74,419+23.8% |
| Participation rate | 22.5% | 32.1%-9.6pp | 50.9%-28.3pp | 70.7%-48.2pp |
| Annual return | 16.85% | 32.51%-15.7pp | 4239.32%-4222.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $569 | $536+6.3% | $1,053-45.9% | $2,637-78.4% |
| Participant deferral / active EE | $1,101 | $1,075+2.4% | $1,924-42.8% | $4,528-75.7% |
| Admin fee / account holder | $6,085 | $649+837.4% | $2,516+141.9% | $348+1649.5% |