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 | $94,957 | $65,703+44.5% | $94,224+0.8% | $59,632+59.2% |
| Participation rate | 63.3% | 72.1%-8.8pp | 78.8%-15.4pp | 68.7%-5.3pp |
| Annual return | -1.65% | 5.22%-6.9pp | 10.68%-12.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $506 | $2,021-75.0% | $3,587-85.9% | $2,203-77.0% |
| Participant deferral / active EE | $4,639 | $3,143+47.6% | $4,320+7.4% | $3,192+45.3% |
| Admin fee / account holder | $16,310 | $4,264+282.5% | $6,269+160.2% | $4,297+279.6% |