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 | $64,903 | $46,869+38.5% | $122,332-46.9% | $70,131-7.5% |
| Participation rate | 56.3% | 58.2%-1.9pp | 71.6%-15.4pp | 69.5%-13.3pp |
| Annual return | 16.23% | 24.22%-8.0pp | 30.27%-14.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,883 | $1,288+123.8% | $4,050-28.8% | $2,342+23.1% |
| Participant deferral / active EE | $1,367 | $2,166-36.9% | $3,287-58.4% | $3,332-59.0% |
| Admin fee / account holder | $1,290 | $3,322-61.2% | $5,478-76.4% | $4,645-72.2% |