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 | $78,379 | $45,343+72.9% | $150,298-47.9% | $67,986+15.3% |
| Participation rate | 54.5% | 51.9%+2.7pp | 77.8%-23.2pp | 57.2%-2.7pp |
| Annual return | 13.99% | 33.28%-19.3pp | 62.79%-48.8pp | 31.67%-17.7pp |
| Employer contribution / active EE | $1,981 | $1,462+35.5% | $4,154-52.3% | $2,019-1.9% |
| Participant deferral / active EE | $3,493 | $2,055+70.0% | $5,453-35.9% | $3,358+4.0% |
| Admin fee / account holder | $7,772 | $2,250+245.4% | $14,116-44.9% | $3,203+142.6% |