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 | $68,011 | $29,051+134.1% | $52,425+29.7% | $67,9860% |
| Participation rate | 33.8% | 30.4%+3.4pp | 55.6%-21.8pp | 57.2%-23.4pp |
| Annual return | 16.45% | 24.00%-7.5pp | 302.12%-285.7pp | 31.67%-15.2pp |
| Employer contribution / active EE | $587 | $412+42.6% | $914-35.8% | $2,019-70.9% |
| Participant deferral / active EE | $887 | $873+1.6% | $1,790-50.5% | $3,358-73.6% |
| Admin fee / account holder | $2,500 | $2,113+18.3% | $2,495+0.2% | $3,203-22.0% |