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 | $88,622 | $40,256+120.1% | $57,343+54.5% | $59,632+48.6% |
| Participation rate | 46.4% | 69.2%-22.8pp | 75.1%-28.7pp | 68.7%-22.2pp |
| Annual return | 4.73% | 27.49%-22.8pp | 24.39%-19.7pp | 2041.28%-2036.6pp |
| Employer contribution / active EE | $2,013 | $1,922+4.7% | $2,689-25.1% | $2,203-8.6% |
| Participant deferral / active EE | $3,307 | $2,399+37.8% | $3,162+4.6% | $3,192+3.6% |
| Admin fee / account holder | $1,892 | $2,818-32.8% | $3,356-43.6% | $4,297-56.0% |