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 | $80,124 | $47,105+70.1% | $68,368+17.2% | $67,986+17.9% |
| Participation rate | 34.0% | 51.8%-17.8pp | 73.8%-39.8pp | 57.2%-23.2pp |
| Annual return | 17.96% | 48.37%-30.4pp | 292.57%-274.6pp | 31.67%-13.7pp |
| Employer contribution / active EE | $1,367 | $1,859-26.5% | $2,649-48.4% | $2,019-32.3% |
| Participant deferral / active EE | $2,216 | $2,374-6.7% | $4,123-46.3% | $3,358-34.0% |
| Admin fee / account holder | $2,883 | $2,435+18.4% | $5,150-44.0% | $3,203-10.0% |