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 | $90,859 | $100,923-10.0% | $150,045-39.4% | $74,304+22.3% |
| Participation rate | 49.5% | 70.1%-20.6pp | 82.3%-32.8pp | 60.3%-10.9pp |
| Annual return | 21.24% | 51.77%-30.5pp | 62.55%-41.3pp | 29.43%-8.2pp |
| Employer contribution / active EE | $2,424 | $3,463-30.0% | $4,693-48.4% | $2,241+8.1% |
| Participant deferral / active EE | $5,351 | $6,709-20.3% | $7,997-33.1% | $3,767+42.0% |
| Admin fee / account holder | $20,028 | $2,767+623.8% | $13,435+49.1% | $2,969+574.6% |