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 | $85,965 | $70,669+21.6% | $169,368-49.2% | $75,163+14.4% |
| Participation rate | 57.1% | 64.8%-7.6pp | 77.1%-20.0pp | 67.2%-10.0pp |
| Annual return | 15.53% | 36.36%-20.8pp | 405.60%-390.1pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,121 | $2,211-49.3% | $4,013-72.1% | $2,670-58.0% |
| Participant deferral / active EE | $4,906 | $4,311+13.8% | $6,221-21.1% | $4,125+18.9% |
| Admin fee / account holder | $1,816 | $5,402-66.4% | $9,003-79.8% | $5,651-67.9% |