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 | $90,999 | $58,828+54.7% | $77,999+16.7% | $62,891+44.7% |
| Participation rate | 28.2% | 71.1%-42.9pp | 75.5%-47.3pp | 69.3%-41.1pp |
| Annual return | 7.80% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,175 | $1,672-29.7% | $2,470-52.4% | $2,281-48.5% |
| Participant deferral / active EE | $2,747 | $2,686+2.3% | $3,497-21.4% | $3,203-14.2% |
| Admin fee / account holder | $5,312 | $4,393+20.9% | $5,480-3.1% | $4,296+23.7% |