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 | $111,234 | $83,477+33.3% | $125,175-11.1% | $72,985+52.4% |
| Participation rate | 59.4% | 73.3%-13.9pp | 79.8%-20.4pp | 69.5%-10.1pp |
| Annual return | 19.20% | 25.78%-6.6pp | 43.79%-24.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,314 | $2,345-44.0% | $3,865-66.0% | $2,440-46.1% |
| Participant deferral / active EE | $4,723 | $3,585+31.7% | $4,937-4.3% | $3,607+30.9% |
| Admin fee / account holder | $29,569 | $5,517+435.9% | $9,702+204.8% | $5,124+477.0% |