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 | $108,546 | $58,512+85.5% | $84,015+29.2% | $72,985+48.7% |
| Participation rate | 48.6% | 61.2%-12.7pp | 69.0%-20.4pp | 69.5%-20.9pp |
| Annual return | 19.66% | 28.93%-9.3pp | 71.31%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,349 | $1,163+16.0% | $1,983-32.0% | $2,440-44.7% |
| Participant deferral / active EE | $3,323 | $2,394+38.8% | $3,239+2.6% | $3,607-7.9% |
| Admin fee / account holder | $17,143 | $4,569+275.2% | $6,101+181.0% | $5,124+234.5% |