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 | $141,075 | $29,660+375.6% | $56,411+150.1% | $80,856+74.5% |
| Participation rate | 28.6% | 41.6%-13.1pp | 52.5%-23.9pp | 67.6%-39.1pp |
| Annual return | 11.84% | 35.23%-23.4pp | 1701.33%-1689.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $775 | $669+15.8% | $1,039-25.4% | $2,755-71.9% |
| Participant deferral / active EE | $1,820 | $1,226+48.4% | $1,952-6.8% | $4,296-57.6% |
| Admin fee / account holder | $1,871 | $2,428-22.9% | $2,829-33.9% | $6,918-73.0% |