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 | $82,109 | $71,964+14.1% | $167,512-51.0% | $85,563-4.0% |
| Participation rate | 31.4% | 61.0%-29.5pp | 77.1%-45.6pp | 66.0%-34.5pp |
| Annual return | 22.95% | 18.83%+4.1pp | 1615.79%-1592.8pp | 31.51%-8.6pp |
| Employer contribution / active EE | $697 | $1,875-62.8% | $3,882-82.0% | $2,654-73.7% |
| Participant deferral / active EE | $1,885 | $4,110-54.1% | $6,405-70.6% | $4,375-56.9% |
| Admin fee / account holder | $5,263 | $815+545.5% | $9,769-46.1% | $834+530.9% |