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 | $106,332 | $29,660+258.5% | $56,411+88.5% | $80,856+31.5% |
| Participation rate | 14.7% | 41.6%-26.9pp | 52.5%-37.8pp | 67.6%-52.9pp |
| Annual return | 11.43% | 35.23%-23.8pp | 1701.33%-1689.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $519 | $669-22.5% | $1,039-50.0% | $2,755-81.2% |
| Participant deferral / active EE | $2,042 | $1,226+66.6% | $1,952+4.6% | $4,296-52.5% |
| Admin fee / account holder | $1,703 | $2,428-29.9% | $2,829-39.8% | $6,918-75.4% |