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 | $26,255 | $20,316+29.2% | $66,042-60.2% | $74,304-64.7% |
| Participation rate | 46.6% | 62.8%-16.2pp | 67.5%-20.9pp | 60.3%-13.8pp |
| Annual return | 15.97% | 28.10%-12.1pp | 52.11%-36.1pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,281 | $745+72.0% | $1,579-18.9% | $2,241-42.9% |
| Participant deferral / active EE | $2,412 | $1,615+49.3% | $2,835-14.9% | $3,767-36.0% |
| Admin fee / account holder | $2,662 | $1,668+59.6% | $5,747-53.7% | $2,969-10.3% |