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 | $90,758 | $50,385+80.1% | $75,670+19.9% | $62,292+45.7% |
| Participation rate | 57.8% | 67.7%-9.9pp | 72.3%-14.6pp | 69.5%-11.7pp |
| Annual return | 19.46% | 19.90%-0.4pp | 27.34%-7.9pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,371 | $1,537-10.8% | $2,352-41.7% | $2,042-32.9% |
| Participant deferral / active EE | $2,604 | $2,445+6.5% | $3,142-17.1% | $3,169-17.8% |
| Admin fee / account holder | $2,103 | $384+447.5% | $5,800-63.7% | $479+338.8% |