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 | $95,385 | $65,395+45.9% | $182,532-47.7% | $72,985+30.7% |
| Participation rate | 51.8% | 65.4%-13.6pp | 78.0%-26.2pp | 69.5%-17.7pp |
| Annual return | 20.64% | 27.68%-7.0pp | 148.54%-127.9pp | 81.00%-60.4pp |
| Employer contribution / active EE | $437 | $1,911-77.1% | $4,076-89.3% | $2,440-82.1% |
| Participant deferral / active EE | $3,322 | $3,563-6.8% | $5,524-39.9% | $3,607-7.9% |
| Admin fee / account holder | $9,405 | $4,245+121.6% | $8,592+9.5% | $5,124+83.5% |