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 | $49,915+57.0% | $154,803-49.4% | $74,304+5.5% |
| Participation rate | 54.5% | 54.0%+0.6pp | 78.1%-23.5pp | 60.3%-5.8pp |
| Annual return | 13.99% | 34.06%-20.1pp | 58.88%-44.9pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,981 | $1,611+23.0% | $4,305-54.0% | $2,241-11.6% |
| Participant deferral / active EE | $3,493 | $2,255+54.9% | $5,540-37.0% | $3,767-7.3% |
| Admin fee / account holder | $7,772 | $2,189+255.0% | $14,329-45.8% | $2,969+161.8% |