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 | $56,980 | $37,426+52.2% | $77,482-26.5% | $79,858-28.6% |
| Participation rate | 48.8% | 41.5%+7.3pp | 54.2%-5.3pp | 69.6%-20.8pp |
| Annual return | 25.99% | 39.70%-13.7pp | 54.79%-28.8pp | 31.71%-5.7pp |
| Employer contribution / active EE | $852 | $637+33.8% | $986-13.6% | $2,471-65.5% |
| Participant deferral / active EE | $1,809 | $1,260+43.5% | $1,861-2.8% | $3,740-51.6% |
| Admin fee / account holder | $22,780 | $2,504+809.7% | $2,858+697.1% | $5,306+329.3% |