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 | $140,385 | $67,823+107.0% | $52,425+167.8% | $137,256+2.3% |
| Participation rate | 46.2% | 63.9%-17.8pp | 55.6%-9.5pp | 80.0%-33.8pp |
| Annual return | 39.33% | 219.11%-179.8pp | 302.12%-262.8pp | 220.34%-181.0pp |
| Employer contribution / active EE | $903 | $1,163-22.4% | $914-1.2% | $4,156-78.3% |
| Participant deferral / active EE | $2,268 | $2,288-0.9% | $1,790+26.7% | $6,407-64.6% |
| Admin fee / account holder | $132,140 | $2,844+4546.0% | $2,495+5196.4% | $12,270+976.9% |