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 | $104,612 | $37,426+179.5% | $77,482+35.0% | $79,858+31.0% |
| Participation rate | 33.3% | 41.5%-8.2pp | 54.2%-20.9pp | 69.6%-36.3pp |
| Annual return | 11.12% | 39.70%-28.6pp | 54.79%-43.7pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,030 | $637+61.8% | $986+4.5% | $2,471-58.3% |
| Participant deferral / active EE | $1,862 | $1,260+47.8% | $1,8610% | $3,740-50.2% |
| Admin fee / account holder | $19,391 | $2,504+674.4% | $2,858+578.6% | $5,306+265.4% |