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 | $119,515 | $78,485+52.3% | $106,213+12.5% | $74,495+60.4% |
| Participation rate | 68.0% | 72.8%-4.8pp | 75.3%-7.2pp | 67.2%+0.8pp |
| Annual return | 21.48% | 15.95%+5.5pp | 116.14%-94.7pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $1,621 | $2,523-35.7% | $3,171-48.9% | $2,623-38.2% |
| Participant deferral / active EE | $3,596 | $4,322-16.8% | $5,016-28.3% | $4,346-17.2% |
| Admin fee / account holder | $4,498 | $2,232+101.5% | $11,033-59.2% | $1,942+131.6% |