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 | $89,018 | $50,958+74.7% | $74,550+19.4% | $64,186+38.7% |
| Participation rate | 59.1% | 61.1%-2.0pp | 69.1%-10.1pp | 69.6%-10.5pp |
| Annual return | 50.33% | -1.86%+52.2pp | 32.53%+17.8pp | 7.63%+42.7pp |
| Employer contribution / active EE | $1,033 | $1,115-7.4% | $1,961-47.3% | $2,381-56.6% |
| Participant deferral / active EE | $3,090 | $2,301+34.3% | $3,108-0.6% | $3,470-10.9% |
| Admin fee / account holder | $11,362 | $4,223+169.1% | $5,060+124.6% | $4,888+132.4% |