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 | $91,696 | $63,346+44.8% | $92,233-0.6% | $70,131+30.7% |
| Participation rate | 54.7% | 68.7%-14.0pp | 76.5%-21.8pp | 69.5%-14.8pp |
| Annual return | 18.15% | 530.12%-512.0pp | 176.28%-158.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,593 | $2,471-35.5% | $3,679-56.7% | $2,342-32.0% |
| Participant deferral / active EE | $3,165 | $2,854+10.9% | $3,897-18.8% | $3,332-5.0% |
| Admin fee / account holder | $15,151 | $3,840+294.5% | $5,194+191.7% | $4,645+226.1% |