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 | $78,083 | $52,884+47.6% | $84,750-7.9% | $55,167+41.5% |
| Participation rate | 52.5% | 67.5%-15.0pp | 76.6%-24.1pp | 69.0%-16.5pp |
| Annual return | 7.98% | 18.03%-10.1pp | 22.78%-14.8pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,091 | $2,233-51.1% | $3,574-69.5% | $1,963-44.4% |
| Participant deferral / active EE | $2,081 | $2,644-21.3% | $3,712-43.9% | $3,054-31.9% |
| Admin fee / account holder | $4,240 | $581+630.1% | $5,332-20.5% | $504+741.4% |