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 | $184,655 | $81,625+126.2% | $167,512+10.2% | $74,304+148.5% |
| Participation rate | 40.8% | 60.0%-19.2pp | 77.1%-36.3pp | 60.3%-19.5pp |
| Annual return | 24.27% | 26.09%-1.8pp | 1615.79%-1591.5pp | 29.43%-5.2pp |
| Employer contribution / active EE | $1,574 | $2,010-21.7% | $3,882-59.5% | $2,241-29.8% |
| Participant deferral / active EE | $3,494 | $4,115-15.1% | $6,405-45.4% | $3,767-7.3% |
| Admin fee / account holder | $8,943 | $3,474+157.4% | $9,769-8.5% | $2,969+201.2% |