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 | $79,404 | $29,660+167.7% | $56,411+40.8% | $80,856-1.8% |
| Participation rate | 55.6% | 41.6%+13.9pp | 52.5%+3.1pp | 67.6%-12.1pp |
| Annual return | 11.58% | 35.23%-23.6pp | 1701.33%-1689.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $792 | $669+18.4% | $1,039-23.7% | $2,755-71.2% |
| Participant deferral / active EE | $2,161 | $1,226+76.2% | $1,952+10.7% | $4,296-49.7% |
| Admin fee / account holder | $1,336 | $2,428-45.0% | $2,829-52.8% | $6,918-80.7% |