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 | $66,880 | $51,576+29.7% | $129,207-48.2% | $80,856-17.3% |
| Participation rate | 54.7% | 57.0%-2.3pp | 69.6%-14.9pp | 67.6%-13.0pp |
| Annual return | 25.42% | 20.81%+4.6pp | 9417.33%-9391.9pp | 35.59%-10.2pp |
| Employer contribution / active EE | $2,005 | $1,584+26.6% | $4,153-51.7% | $2,755-27.2% |
| Participant deferral / active EE | $1,754 | $2,669-34.3% | $4,168-57.9% | $4,296-59.2% |
| Admin fee / account holder | $11,775 | $4,305+173.5% | $7,715+52.6% | $6,918+70.2% |