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 | $133,941 | $63,346+111.4% | $92,233+45.2% | $70,131+91.0% |
| Participation rate | 64.3% | 68.7%-4.4pp | 76.5%-12.2pp | 69.5%-5.3pp |
| Annual return | 17.09% | 530.12%-513.0pp | 176.28%-159.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $708 | $2,471-71.4% | $3,679-80.8% | $2,342-69.8% |
| Participant deferral / active EE | $2,504 | $2,854-12.3% | $3,897-35.7% | $3,332-24.8% |
| Admin fee / account holder | $9,264 | $3,840+141.2% | $5,194+78.4% | $4,645+99.4% |