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 | $111,992 | $65,041+72.2% | $90,951+23.1% | $79,858+40.2% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 11.68% | 30.45%-18.8pp | 134.60%-122.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,157 | $1,247-7.2% | $2,122-45.5% | $2,471-53.2% |
| Participant deferral / active EE | $1,878 | $2,512-25.2% | $3,373-44.3% | $3,740-49.8% |
| Admin fee / account holder | $10,807 | $4,536+138.2% | $5,959+81.4% | $5,306+103.7% |