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 | $99,700 | $54,705+82.2% | $71,209+40.0% | $84,808+17.6% |
| Participation rate | 41.8% | 64.1%-22.3pp | 73.8%-31.9pp | 68.3%-26.5pp |
| Annual return | 13.46% | 35.90%-22.4pp | 282.51%-269.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,859 | $2,158+32.5% | $2,721+5.1% | $2,631+8.7% |
| Participant deferral / active EE | $3,510 | $3,030+15.8% | $4,175-15.9% | $4,212-16.7% |
| Admin fee / account holder | $814 | $4,863-83.3% | $5,349-84.8% | $7,344-88.9% |