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 | $85,258 | $47,479+79.6% | $62,929+35.5% | $82,448+3.4% |
| Participation rate | 48.9% | 66.9%-18.0pp | 73.1%-24.2pp | 68.1%-19.2pp |
| Annual return | 15.21% | 20.34%-5.1pp | 1063.93%-1048.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,639 | $1,885-13.0% | $2,505-34.5% | $2,551-35.7% |
| Participant deferral / active EE | $3,137 | $2,870+9.3% | $3,888-19.3% | $4,139-24.2% |
| Admin fee / account holder | $11,418 | $3,804+200.2% | $5,065+125.4% | $7,234+57.8% |