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 | $97,834 | $30,400+221.8% | $53,898+81.5% | $84,808+15.4% |
| Participation rate | 35.3% | 46.4%-11.2pp | 55.0%-19.7pp | 68.3%-33.0pp |
| Annual return | 15.17% | 500.19%-485.0pp | 528.60%-513.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,759 | $603+191.8% | $932+88.7% | $2,631-33.1% |
| Participant deferral / active EE | $2,475 | $1,199+106.5% | $1,826+35.5% | $4,212-41.2% |
| Admin fee / account holder | $16,148 | $1,993+710.1% | $2,491+548.3% | $7,344+119.9% |