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 | $95,389 | $62,146+53.5% | $81,438+17.1% | $74,546+28.0% |
| Participation rate | 35.9% | 64.1%-28.2pp | 69.5%-33.6pp | 67.2%-31.3pp |
| Annual return | 13.52% | 16.49%-3.0pp | 24.74%-11.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $860 | $1,883-54.3% | $2,460-65.0% | $2,624-67.2% |
| Participant deferral / active EE | $1,816 | $3,229-43.8% | $3,883-53.2% | $4,347-58.2% |
| Admin fee / account holder | $4,698 | $1,922+144.4% | $5,764-18.5% | $1,944+141.7% |