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 | $128,066 | $34,934+266.6% | $56,411+127.0% | $74,495+71.9% |
| Participation rate | 24.8% | 32.8%-8.0pp | 52.5%-27.7pp | 67.2%-42.4pp |
| Annual return | 11.67% | 25.94%-14.3pp | 1701.33%-1689.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $645 | $609+6.0% | $1,039-37.9% | $2,623-75.4% |
| Participant deferral / active EE | $1,799 | $1,170+53.7% | $1,952-7.8% | $4,346-58.6% |
| Admin fee / account holder | $5,710 | $2,364+141.5% | $2,829+101.8% | $1,942+194.1% |