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 | $65,463 | $53,516+22.3% | $126,539-48.3% | $84,808-22.8% |
| Participation rate | 56.1% | 58.2%-2.2pp | 69.8%-13.7pp | 68.3%-12.2pp |
| Annual return | 15.43% | 58.34%-42.9pp | 425.95%-410.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,041 | $1,535-32.2% | $3,674-71.7% | $2,631-60.4% |
| Participant deferral / active EE | $4,165 | $2,671+56.0% | $4,083+2.0% | $4,212-1.1% |
| Admin fee / account holder | $8,459 | $4,497+88.1% | $6,065+39.5% | $7,344+15.2% |