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 | $96,403 | $62,672+53.8% | $185,117-47.9% | $70,131+37.5% |
| Participation rate | 50.9% | 63.8%-12.8pp | 77.3%-26.3pp | 69.5%-18.6pp |
| Annual return | 21.50% | 40.79%-19.3pp | 40.50%-19.0pp | 73.14%-51.6pp |
| Employer contribution / active EE | $608 | $1,753-65.3% | $4,182-85.5% | $2,342-74.0% |
| Participant deferral / active EE | $3,135 | $3,272-4.2% | $5,045-37.9% | $3,332-5.9% |
| Admin fee / account holder | $1,231 | $3,932-68.7% | $8,159-84.9% | $4,645-73.5% |