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 | $48,795+74.7% | $65,493+30.2% | $84,808+0.5% |
| Participation rate | 48.9% | 67.0%-18.1pp | 73.1%-24.2pp | 68.3%-19.4pp |
| Annual return | 15.21% | 20.20%-5.0pp | 982.45%-967.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,639 | $1,930-15.0% | $2,574-36.3% | $2,631-37.7% |
| Participant deferral / active EE | $3,137 | $2,928+7.1% | $3,961-20.8% | $4,212-25.5% |
| Admin fee / account holder | $11,418 | $3,877+194.5% | $5,028+127.1% | $7,344+55.5% |