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 | $75,565 | $64,324+17.5% | $118,925-36.5% | $79,858-5.4% |
| Participation rate | 52.1% | 64.9%-12.8pp | 75.4%-23.3pp | 69.6%-17.5pp |
| Annual return | 31.82% | 86.45%-54.6pp | 35.88%-4.1pp | 31.71%+0.1pp |
| Employer contribution / active EE | $1,086 | $1,836-40.9% | $3,263-66.7% | $2,471-56.1% |
| Participant deferral / active EE | $2,894 | $2,824+2.5% | $4,265-32.1% | $3,740-22.6% |
| Admin fee / account holder | $997 | $4,040-75.3% | $6,581-84.9% | $5,306-81.2% |