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 | $87,432 | $54,705+59.8% | $71,209+22.8% | $84,808+3.1% |
| Participation rate | 53.4% | 64.1%-10.6pp | 73.8%-20.3pp | 68.3%-14.9pp |
| Annual return | 21.40% | 35.90%-14.5pp | 282.51%-261.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $490 | $2,158-77.3% | $2,721-82.0% | $2,631-81.4% |
| Participant deferral / active EE | $2,449 | $3,030-19.2% | $4,175-41.3% | $4,212-41.8% |
| Admin fee / account holder | $16,002 | $4,863+229.0% | $5,349+199.2% | $7,344+117.9% |