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 | $61,855 | $52,353+18.1% | $120,225-48.6% | $82,448-25.0% |
| Participation rate | 40.7% | 58.3%-17.6pp | 69.6%-28.8pp | 68.1%-27.3pp |
| Annual return | 15.07% | 61.85%-46.8pp | 439.23%-424.2pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,232 | $1,510-18.4% | $3,475-64.6% | $2,551-51.7% |
| Participant deferral / active EE | $3,181 | $2,627+21.1% | $3,999-20.5% | $4,139-23.2% |
| Admin fee / account holder | $7,041 | $4,363+61.4% | $5,696+23.6% | $7,234-2.7% |