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 | $118,836 | $78,485+51.4% | $106,213+11.9% | $74,495+59.5% |
| Participation rate | 46.6% | 72.8%-26.3pp | 75.3%-28.7pp | 67.2%-20.6pp |
| Annual return | 11.32% | 15.95%-4.6pp | 116.14%-104.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,237 | $2,523-51.0% | $3,171-61.0% | $2,623-52.8% |
| Participant deferral / active EE | $2,420 | $4,322-44.0% | $5,016-51.7% | $4,346-44.3% |
| Admin fee / account holder | $5,947 | $2,232+166.5% | $11,033-46.1% | $1,942+206.3% |