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 | $92,812 | $46,869+98.0% | $122,332-24.1% | $70,131+32.3% |
| Participation rate | 50.0% | 58.2%-8.2pp | 71.6%-21.6pp | 69.5%-19.5pp |
| Annual return | 15.80% | 24.22%-8.4pp | 30.27%-14.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,562 | $1,288+21.3% | $4,050-61.4% | $2,342-33.3% |
| Participant deferral / active EE | $3,541 | $2,166+63.4% | $3,287+7.7% | $3,332+6.3% |
| Admin fee / account holder | $477 | $3,322-85.6% | $5,478-91.3% | $4,645-89.7% |