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 | $64,934 | $51,466+26.2% | $78,778-17.6% | $62,292+4.2% |
| Participation rate | 19.8% | 59.8%-40.0pp | 69.2%-49.4pp | 69.5%-49.7pp |
| Annual return | 14.69% | 19.96%-5.3pp | 35.62%-20.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,189 | $2,147-44.6% | $2,958-59.8% | $3,169-62.5% |
| Admin fee / account holder | $19,764 | $489+3938.9% | $5,134+285.0% | $479+4023.0% |