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 | $87,528 | $108,172-19.1% | $77,482+13.0% | $158,922-44.9% |
| Participation rate | 30.0% | 64.4%-34.4pp | 54.2%-24.2pp | 82.0%-52.0pp |
| Annual return | 4.42% | 31.67%-27.3pp | 54.79%-50.4pp | 302.83%-298.4pp |
| Employer contribution / active EE | $919 | $1,325-30.6% | $986-6.8% | $4,761-80.7% |
| Participant deferral / active EE | $1,453 | $2,456-40.8% | $1,861-21.9% | $5,982-75.7% |
| Admin fee / account holder | $53,568 | $3,708+1344.8% | $2,858+1774.5% | $11,246+376.3% |