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 | $82,767 | $62,327+32.8% | $120,354-31.2% | $74,495+11.1% |
| Participation rate | 30.6% | 56.8%-26.2pp | 71.9%-41.4pp | 67.2%-36.6pp |
| Annual return | 10.97% | 18.61%-7.6pp | 107.15%-96.2pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,526 | $1,843-17.2% | $3,463-55.9% | $2,623-41.8% |
| Participant deferral / active EE | $2,567 | $2,893-11.3% | $4,991-48.6% | $4,346-40.9% |
| Admin fee / account holder | $998 | $2,396-58.4% | $9,423-89.4% | $1,942-48.6% |