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 | $71,768 | $48,795+47.1% | $65,493+9.6% | $84,808-15.4% |
| Participation rate | 58.6% | 67.0%-8.4pp | 73.1%-14.5pp | 68.3%-9.7pp |
| Annual return | 13.77% | 20.20%-6.4pp | 982.45%-968.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $678 | $1,930-64.8% | $2,574-73.6% | $2,631-74.2% |
| Participant deferral / active EE | $14,265 | $2,928+387.1% | $3,961+260.1% | $4,212+238.7% |
| Admin fee / account holder | $36,771 | $3,877+848.4% | $5,028+631.3% | $7,344+400.7% |