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 | $131,069 | $25,014+424.0% | $69,647+88.2% | $80,856+62.1% |
| Participation rate | 48.1% | 64.2%-16.2pp | 66.5%-18.4pp | 67.6%-19.6pp |
| Annual return | 14.32% | 19.07%-4.8pp | 100.48%-86.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,260 | $993+26.9% | $1,712-26.4% | $2,755-54.3% |
| Participant deferral / active EE | $3,082 | $1,839+67.6% | $2,886+6.8% | $4,296-28.3% |
| Admin fee / account holder | $6,007 | $2,488+141.4% | $4,713+27.5% | $6,918-13.2% |