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 | $128,194 | $86,944+47.4% | $107,525+19.2% | $74,304+72.5% |
| Participation rate | 54.1% | 59.6%-5.5pp | 75.1%-21.0pp | 60.3%-6.3pp |
| Annual return | 15.47% | 23.52%-8.0pp | 181.32%-165.8pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,106 | $2,757-59.9% | $3,754-70.5% | $2,241-50.6% |
| Participant deferral / active EE | $6,121 | $3,554+72.2% | $5,116+19.6% | $3,767+62.5% |
| Admin fee / account holder | $7,232 | $3,727+94.1% | $8,919-18.9% | $2,969+143.6% |