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 | $81,136 | $56,054+44.7% | $171,082-52.6% | $62,891+29.0% |
| Participation rate | 59.3% | 62.9%-3.6pp | 76.7%-17.4pp | 69.3%-10.0pp |
| Annual return | 6.68% | 22.52%-15.8pp | 32.56%-25.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,643 | $1,731+52.7% | $4,002-34.0% | $2,281+15.9% |
| Participant deferral / active EE | $4,633 | $3,158+46.7% | $4,797-3.4% | $3,203+44.7% |
| Admin fee / account holder | $11,078 | $3,647+203.8% | $8,520+30.0% | $4,296+157.9% |