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 | $55,945 | $52,639+6.3% | $185,117-69.8% | $62,292-10.2% |
| Participation rate | 61.1% | 63.9%-2.8pp | 77.3%-16.2pp | 69.5%-8.5pp |
| Annual return | 20.37% | 19.57%+0.8pp | 40.50%-20.1pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,149 | $1,483-22.5% | $4,182-72.5% | $2,042-43.7% |
| Participant deferral / active EE | $2,065 | $3,097-33.3% | $5,045-59.1% | $3,169-34.8% |
| Admin fee / account holder | $9,448 | $374+2428.5% | $8,159+15.8% | $479+1870.9% |