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 | $96,018 | $56,199+70.9% | $67,652+41.9% | $59,632+61.0% |
| Participation rate | 65.9% | 71.5%-5.6pp | 75.7%-9.8pp | 68.7%-2.8pp |
| Annual return | 1.41% | 18505.31%-18503.9pp | 6625.04%-6623.6pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $805 | $1,614-50.2% | $2,266-64.5% | $2,203-63.5% |
| Participant deferral / active EE | $4,358 | $2,844+53.2% | $3,560+22.4% | $3,192+36.5% |
| Admin fee / account holder | $3,367 | $3,958-15.0% | $4,821-30.2% | $4,297-21.7% |