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 | $89,334 | $62,573+42.8% | $85,682+4.3% | $85,850+4.1% |
| Participation rate | 31.8% | 61.1%-29.4pp | 69.9%-38.1pp | 69.3%-37.6pp |
| Annual return | 13.41% | 23.77%-10.4pp | 21.49%-8.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $701 | $1,757-60.1% | $2,618-73.2% | $2,565-72.7% |
| Participant deferral / active EE | $1,361 | $2,802-51.4% | $3,923-65.3% | $3,952-65.6% |
| Admin fee / account holder | $9,844 | $4,640+112.1% | $6,873+43.2% | $6,260+57.3% |