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 | $55,273 | $48,046+15.0% | $84,611-34.7% | $72,985-24.3% |
| Participation rate | 45.5% | 57.6%-12.1pp | 68.2%-22.8pp | 69.5%-24.0pp |
| Annual return | 21.71% | 37.38%-15.7pp | 258.74%-237.0pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,154 | $1,602+34.5% | $2,652-18.8% | $2,440-11.7% |
| Participant deferral / active EE | $4,825 | $2,680+80.0% | $3,899+23.8% | $3,607+33.7% |
| Admin fee / account holder | $504 | $3,395-85.1% | $4,912-89.7% | $5,124-90.2% |