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 | $51,362 | $37,426+37.2% | $77,482-33.7% | $79,858-35.7% |
| Participation rate | 57.1% | 41.5%+15.6pp | 54.2%+3.0pp | 69.6%-12.5pp |
| Annual return | 19.59% | 39.70%-20.1pp | 54.79%-35.2pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,679 | $637+163.7% | $986+70.2% | $2,471-32.1% |
| Participant deferral / active EE | $2,086 | $1,260+65.5% | $1,861+12.1% | $3,740-44.2% |
| Admin fee / account holder | $14,841 | $2,504+492.7% | $2,858+419.3% | $5,306+179.7% |