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 | $92,944 | $29,660+213.4% | $56,411+64.8% | $80,856+14.9% |
| Participation rate | 25.9% | 41.6%-15.8pp | 52.5%-26.6pp | 67.6%-41.8pp |
| Annual return | 10.78% | 35.23%-24.5pp | 1701.33%-1690.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $679 | $669+1.4% | $1,039-34.7% | $2,755-75.4% |
| Participant deferral / active EE | $2,022 | $1,226+64.9% | $1,952+3.6% | $4,296-52.9% |
| Admin fee / account holder | $8,089 | $2,428+233.2% | $2,829+186.0% | $6,918+16.9% |