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 | $69,603 | $27,915+149.3% | $58,482+19.0% | $75,163-7.4% |
| Participation rate | 31.3% | 38.8%-7.6pp | 50.9%-19.6pp | 67.2%-35.9pp |
| Annual return | 23.95% | 44.20%-20.3pp | 4239.32%-4215.4pp | 160.62%-136.7pp |
| Employer contribution / active EE | $1,136 | $669+69.8% | $1,053+7.9% | $2,670-57.4% |
| Participant deferral / active EE | $2,188 | $1,201+82.2% | $1,924+13.8% | $4,125-46.9% |
| Admin fee / account holder | $1,594 | $1,726-7.6% | $2,516-36.7% | $5,651-71.8% |