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 | $122,473 | $58,264+110.2% | $86,612+41.4% | $71,457+71.4% |
| Participation rate | 27.5% | 65.0%-37.5pp | 71.7%-44.2pp | 67.9%-40.5pp |
| Annual return | 16.85% | 21.63%-4.8pp | 591.07%-574.2pp | 28.85%-12.0pp |
| Employer contribution / active EE | $674 | $2,574-73.8% | $3,022-77.7% | $2,588-73.9% |
| Participant deferral / active EE | $1,832 | $3,436-46.7% | $4,438-58.7% | $4,289-57.3% |
| Admin fee / account holder | $11,997 | $1,057+1035.0% | $5,614+113.7% | $1,587+655.8% |