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 | $91,414 | $60,124+52.0% | $90,404+1.1% | $79,858+14.5% |
| Participation rate | 49.2% | 65.0%-15.8pp | 72.7%-23.5pp | 69.6%-20.5pp |
| Annual return | 17.06% | 71.94%-54.9pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,213 | $2,068-41.3% | $3,262-62.8% | $2,471-50.9% |
| Participant deferral / active EE | $3,158 | $2,938+7.5% | $3,963-20.3% | $3,740-15.6% |
| Admin fee / account holder | $4,807 | $3,976+20.9% | $5,611-14.3% | $5,306-9.4% |