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 | $91,587 | $53,822+70.2% | $75,696+21.0% | $85,850+6.7% |
| Participation rate | 56.8% | 69.1%-12.2pp | 74.8%-18.0pp | 69.3%-12.5pp |
| Annual return | 22.46% | 24.54%-2.1pp | 104.53%-82.1pp | 318.53%-296.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,849 | $2,895+32.9% | $3,821+0.7% | $3,952-2.6% |
| Admin fee / account holder | $7,349 | $3,343+119.8% | $3,619+103.1% | $6,260+17.4% |