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 | $87,268 | $65,041+34.2% | $90,951-4.0% | $79,858+9.3% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 18.54% | 30.45%-11.9pp | 134.60%-116.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $617 | $1,247-50.5% | $2,122-70.9% | $2,471-75.0% |
| Participant deferral / active EE | $3,426 | $2,512+36.4% | $3,373+1.6% | $3,740-8.4% |
| Admin fee / account holder | $10,391 | $4,536+129.1% | $5,959+74.4% | $5,306+95.8% |