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 | $91,914 | $88,360+4.0% | $145,433-36.8% | $67,986+35.2% |
| Participation rate | 28.8% | 65.5%-36.6pp | 82.1%-53.3pp | 57.2%-28.4pp |
| Annual return | 17.61% | 63.15%-45.5pp | 66.58%-49.0pp | 31.67%-14.1pp |
| Employer contribution / active EE | $1,226 | $3,054-59.9% | $4,554-73.1% | $2,019-39.3% |
| Participant deferral / active EE | $2,257 | $5,932-61.9% | $7,897-71.4% | $3,358-32.8% |
| Admin fee / account holder | $12,690 | $3,313+283.0% | $13,129-3.3% | $3,203+296.2% |