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 | $94,564 | $54,705+72.9% | $71,209+32.8% | $84,808+11.5% |
| Participation rate | 55.2% | 64.1%-8.9pp | 73.8%-18.6pp | 68.3%-13.1pp |
| Annual return | 18.09% | 35.90%-17.8pp | 282.51%-264.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,775 | $2,158-17.7% | $2,721-34.8% | $2,631-32.5% |
| Participant deferral / active EE | $4,916 | $3,030+62.2% | $4,175+17.7% | $4,212+16.7% |
| Admin fee / account holder | $36,298 | $4,863+646.3% | $5,349+578.6% | $7,344+394.3% |