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 | $85,057 | $71,192+19.5% | $117,854-27.8% | $62,292+36.5% |
| Participation rate | 53.3% | 74.2%-20.9pp | 79.7%-26.3pp | 69.5%-16.2pp |
| Annual return | 18.78% | 18.66%+0.1pp | 335.08%-316.3pp | 28.90%-10.1pp |
| Employer contribution / active EE | $851 | $1,934-56.0% | $3,786-77.5% | $2,042-58.3% |
| Participant deferral / active EE | $2,375 | $3,189-25.5% | $4,482-47.0% | $3,169-25.1% |
| Admin fee / account holder | $6,166 | $587+950.0% | $8,020-23.1% | $479+1186.4% |