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 | $144,567 | $99,079+45.9% | $77,999+85.3% | $273,961-47.2% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.5%-6.8pp | 83.0%-14.3pp |
| Annual return | 6.29% | 217.93%-211.6pp | 425.96%-419.7pp | 41.45%-35.2pp |
| Employer contribution / active EE | $636 | $3,308-80.8% | $2,470-74.2% | $4,869-86.9% |
| Participant deferral / active EE | $1,950 | $4,306-54.7% | $3,497-44.2% | $5,287-63.1% |
| Admin fee / account holder | $34,646 | $8,954+286.9% | $5,480+532.2% | $10,132+242.0% |