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 | $102,216 | $56,053+82.4% | $75,972+34.5% | $80,856+26.4% |
| Participation rate | 60.5% | 62.0%-1.6pp | 69.1%-8.6pp | 67.6%-7.2pp |
| Annual return | 21.12% | 20.53%+0.6pp | 359.55%-338.4pp | 35.59%-14.5pp |
| Employer contribution / active EE | $632 | $1,874-66.3% | $2,685-76.5% | $2,755-77.1% |
| Participant deferral / active EE | $2,679 | $3,052-12.2% | $4,255-37.1% | $4,296-37.6% |
| Admin fee / account holder | $1,093 | $5,234-79.1% | $6,467-83.1% | $6,918-84.2% |