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 | $84,935 | $51,638+64.5% | $68,368+24.2% | $82,448+3.0% |
| Participation rate | 47.4% | 63.6%-16.2pp | 73.8%-26.4pp | 68.1%-20.7pp |
| Annual return | 16.37% | 37.53%-21.2pp | 292.57%-276.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,213 | $2,047-40.7% | $2,649-54.2% | $2,551-52.5% |
| Participant deferral / active EE | $2,181 | $2,914-25.1% | $4,123-47.1% | $4,139-47.3% |
| Admin fee / account holder | $12,019 | $4,643+158.8% | $5,150+133.4% | $7,234+66.1% |