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 | $123,700 | $52,953+133.6% | $172,739-28.4% | $65,185+89.8% |
| Participation rate | 60.8% | 66.2%-5.4pp | 82.6%-21.9pp | 70.2%-9.4pp |
| Annual return | 20.69% | 30.12%-9.4pp | 802.84%-782.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,250 | $2,190-42.9% | $5,143-75.7% | $2,177-42.6% |
| Participant deferral / active EE | $2,976 | $2,471+20.5% | $5,198-42.7% | $3,514-15.3% |
| Admin fee / account holder | $21,888 | $472+4538.3% | $13,954+56.9% | $847+2484.0% |