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 | $133,271 | $87,733+51.9% | $106,548+25.1% | $85,850+55.2% |
| Participation rate | 64.9% | 71.9%-7.1pp | 76.1%-11.3pp | 69.3%-4.4pp |
| Annual return | 15.01% | 21.86%-6.8pp | 26.80%-11.8pp | 318.53%-303.5pp |
| Employer contribution / active EE | $506 | $2,073-75.6% | $2,819-82.1% | $2,565-80.3% |
| Participant deferral / active EE | $2,506 | $3,469-27.8% | $4,398-43.0% | $3,952-36.6% |
| Admin fee / account holder | $15,912 | $6,767+135.1% | $7,407+114.8% | $6,260+154.2% |