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 | $83,137 | $54,705+52.0% | $71,209+16.8% | $84,808-2.0% |
| Participation rate | 28.3% | 64.1%-35.8pp | 73.8%-45.5pp | 68.3%-40.1pp |
| Annual return | 17.81% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,129 | $2,158-47.7% | $2,721-58.5% | $2,631-57.1% |
| Participant deferral / active EE | $2,251 | $3,030-25.7% | $4,175-46.1% | $4,212-46.6% |
| Admin fee / account holder | $561 | $4,863-88.5% | $5,349-89.5% | $7,344-92.4% |