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 | $143,442 | $99,079+44.8% | $77,999+83.9% | $273,961-47.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 6.57% | 217.93%-211.4pp | 425.96%-419.4pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,962 | $3,308-10.5% | $2,470+19.9% | $4,869-39.2% |
| Participant deferral / active EE | $4,749 | $4,306+10.3% | $3,497+35.8% | $5,287-10.2% |
| Admin fee / account holder | $27,983 | $8,954+212.5% | $5,480+410.6% | $10,132+176.2% |