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 | $73,391 | $54,705+34.2% | $71,209+3.1% | $84,808-13.5% |
| Participation rate | 52.6% | 64.1%-11.4pp | 73.8%-21.1pp | 68.3%-15.7pp |
| Annual return | 14.07% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,381 | $2,158-36.0% | $2,721-49.2% | $2,631-47.5% |
| Participant deferral / active EE | $3,602 | $3,030+18.9% | $4,175-13.7% | $4,212-14.5% |
| Admin fee / account holder | $10,624 | $4,863+118.4% | $5,349+98.6% | $7,344+44.7% |