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 | $128,703 | $78,422+64.1% | $95,952+34.1% | $79,858+61.2% |
| Participation rate | 55.3% | 73.5%-18.2pp | 77.1%-21.8pp | 69.6%-14.3pp |
| Annual return | 11.39% | 19.37%-8.0pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,192 | $1,945-38.7% | $2,541-53.1% | $2,471-51.7% |
| Participant deferral / active EE | $3,262 | $3,440-5.2% | $4,167-21.7% | $3,740-12.8% |
| Admin fee / account holder | $1,738 | $5,622-69.1% | $6,795-74.4% | $5,306-67.2% |