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 | $86,748 | $108,172-19.8% | $77,482+12.0% | $158,922-45.4% |
| Participation rate | 27.3% | 64.4%-37.2pp | 54.2%-26.9pp | 82.0%-54.7pp |
| Annual return | 11.87% | 31.67%-19.8pp | 54.79%-42.9pp | 302.83%-291.0pp |
| Employer contribution / active EE | $885 | $1,325-33.2% | $986-10.3% | $4,761-81.4% |
| Participant deferral / active EE | $4,961 | $2,456+102.0% | $1,861+166.6% | $5,982-17.1% |
| Admin fee / account holder | $602 | $3,708-83.8% | $2,858-78.9% | $11,246-94.6% |