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 | $74,655 | $56,317+32.6% | $71,209+4.8% | $74,304+0.5% |
| Participation rate | 44.5% | 55.1%-10.6pp | 73.8%-29.2pp | 60.3%-15.8pp |
| Annual return | 17.46% | 42.83%-25.4pp | 282.51%-265.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,195 | $2,160-44.7% | $2,721-56.1% | $2,241-46.7% |
| Participant deferral / active EE | $2,854 | $2,788+2.4% | $4,175-31.6% | $3,767-24.2% |
| Admin fee / account holder | $819 | $2,290-64.2% | $5,349-84.7% | $2,969-72.4% |