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 | $131,851 | $88,360+49.2% | $145,433-9.3% | $67,986+93.9% |
| Participation rate | 53.4% | 65.5%-12.1pp | 82.1%-28.7pp | 57.2%-3.8pp |
| Annual return | 17.54% | 63.15%-45.6pp | 66.58%-49.0pp | 31.67%-14.1pp |
| Employer contribution / active EE | $701 | $3,054-77.0% | $4,554-84.6% | $2,019-65.3% |
| Participant deferral / active EE | $5,628 | $5,932-5.1% | $7,897-28.7% | $3,358+67.6% |
| Admin fee / account holder | $19,438 | $3,313+486.7% | $13,129+48.1% | $3,203+506.8% |