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 | $46,244 | $25,014+84.9% | $69,647-33.6% | $80,856-42.8% |
| Participation rate | 52.2% | 64.2%-12.0pp | 66.5%-14.2pp | 67.6%-15.4pp |
| Annual return | 24.36% | 19.07%+5.3pp | 100.48%-76.1pp | 35.59%-11.2pp |
| Employer contribution / active EE | $1,525 | $993+53.6% | $1,712-10.9% | $2,755-44.6% |
| Participant deferral / active EE | $3,334 | $1,839+81.3% | $2,886+15.5% | $4,296-22.4% |
| Admin fee / account holder | $10,899 | $2,488+338.1% | $4,713+131.3% | $6,918+57.5% |