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 | $84,598 | $56,317+50.2% | $71,209+18.8% | $74,304+13.9% |
| Participation rate | 45.5% | 55.1%-9.6pp | 73.8%-28.2pp | 60.3%-14.8pp |
| Annual return | 21.45% | 42.83%-21.4pp | 282.51%-261.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $1,051 | $2,160-51.3% | $2,721-61.4% | $2,241-53.1% |
| Participant deferral / active EE | $2,085 | $2,788-25.2% | $4,175-50.1% | $3,767-44.7% |
| Admin fee / account holder | $5,450 | $2,290+138.0% | $5,349+1.9% | $2,969+83.6% |