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 | $86,927 | $65,561+32.6% | $86,188+0.9% | $75,163+15.7% |
| Participation rate | 53.1% | 60.5%-7.4pp | 69.0%-15.9pp | 67.2%-14.1pp |
| Annual return | 19.48% | 46.05%-26.6pp | 1168.45%-1149.0pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,273 | $1,553-18.0% | $2,380-46.5% | $2,670-52.3% |
| Participant deferral / active EE | $3,127 | $3,024+3.4% | $3,985-21.5% | $4,125-24.2% |
| Admin fee / account holder | $17,574 | $5,474+221.0% | $6,852+156.5% | $5,651+211.0% |