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 | $85,960 | $29,319+193.2% | $52,425+64.0% | $82,448+4.3% |
| Participation rate | 31.6% | 46.9%-15.3pp | 55.6%-24.0pp | 68.1%-36.5pp |
| Annual return | 18.60% | 535.20%-516.6pp | 302.12%-283.5pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,047 | $586+78.5% | $914+14.5% | $2,551-59.0% |
| Participant deferral / active EE | $2,345 | $1,171+100.2% | $1,790+31.0% | $4,139-43.3% |
| Admin fee / account holder | $850 | $1,962-56.7% | $2,495-65.9% | $7,234-88.3% |