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 | $107,424 | $27,915+284.8% | $58,482+83.7% | $75,163+42.9% |
| Participation rate | 35.1% | 38.8%-3.8pp | 50.9%-15.8pp | 67.2%-32.1pp |
| Annual return | 15.95% | 44.20%-28.3pp | 4239.32%-4223.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $833 | $669+24.5% | $1,053-20.9% | $2,670-68.8% |
| Participant deferral / active EE | $2,259 | $1,201+88.0% | $1,924+17.4% | $4,125-45.2% |
| Admin fee / account holder | $3,079 | $1,726+78.4% | $2,516+22.4% | $5,651-45.5% |