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 | $119,479 | $56,053+113.2% | $75,972+57.3% | $80,856+47.8% |
| Participation rate | 46.3% | 62.0%-15.7pp | 69.1%-22.8pp | 67.6%-21.3pp |
| Annual return | 23.44% | 20.53%+2.9pp | 359.55%-336.1pp | 35.59%-12.2pp |
| Employer contribution / active EE | $718 | $1,874-61.7% | $2,685-73.3% | $2,755-74.0% |
| Participant deferral / active EE | $2,169 | $3,052-28.9% | $4,255-49.0% | $4,296-49.5% |
| Admin fee / account holder | $15,833 | $5,234+202.5% | $6,467+144.8% | $6,918+128.9% |