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 | $115,370 | $34,308+236.3% | $74,701+54.4% | $72,985+58.1% |
| Participation rate | 39.1% | 42.4%-3.3pp | 54.5%-15.4pp | 69.5%-30.4pp |
| Annual return | 20.02% | 26.58%-6.6pp | 752.92%-732.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $629 | $692-9.1% | $1,084-42.0% | $2,440-74.2% |
| Participant deferral / active EE | $2,038 | $1,271+60.3% | $1,964+3.8% | $3,607-43.5% |
| Admin fee / account holder | $12,258 | $2,124+477.1% | $3,333+267.8% | $5,124+139.2% |