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 | $87,941 | $78,485+12.0% | $106,213-17.2% | $74,495+18.1% |
| Participation rate | 52.2% | 72.8%-20.6pp | 75.3%-23.1pp | 67.2%-15.0pp |
| Annual return | 17.34% | 15.95%+1.4pp | 116.14%-98.8pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $711 | $2,523-71.8% | $3,171-77.6% | $2,623-72.9% |
| Participant deferral / active EE | $3,122 | $4,322-27.8% | $5,016-37.8% | $4,346-28.2% |
| Admin fee / account holder | $12,173 | $2,232+445.4% | $11,033+10.3% | $1,942+526.9% |