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 | $126,360 | $80,968+56.1% | $96,544+30.9% | $75,163+68.1% |
| Participation rate | 63.2% | 71.8%-8.6pp | 76.0%-12.8pp | 67.2%-4.0pp |
| Annual return | 15.41% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,208 | $2,282-47.1% | $2,965-59.3% | $2,670-54.8% |
| Participant deferral / active EE | $2,117 | $3,928-46.1% | $4,851-56.4% | $4,125-48.7% |
| Admin fee / account holder | $12,395 | $6,724+84.3% | $8,252+50.2% | $5,651+119.3% |