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 | $128,417 | $30,400+322.4% | $53,898+138.3% | $84,808+51.4% |
| Participation rate | 39.2% | 46.4%-7.3pp | 55.0%-15.8pp | 68.3%-29.1pp |
| Annual return | 17.30% | 500.19%-482.9pp | 528.60%-511.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $901 | $603+49.5% | $932-3.3% | $2,631-65.7% |
| Participant deferral / active EE | $2,468 | $1,199+105.9% | $1,826+35.2% | $4,212-41.4% |
| Admin fee / account holder | $3,478 | $1,993+74.5% | $2,491+39.6% | $7,344-52.6% |