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 | $106,915 | $77,813+37.4% | $123,544-13.5% | $64,186+66.6% |
| Participation rate | 63.9% | 74.7%-10.8pp | 82.3%-18.4pp | 69.6%-5.6pp |
| Annual return | 19.44% | 12.48%+7.0pp | 119.20%-99.8pp | 7.63%+11.8pp |
| Employer contribution / active EE | $560 | $3,014-81.4% | $4,628-87.9% | $2,381-76.5% |
| Participant deferral / active EE | $4,466 | $5,240-14.8% | $6,426-30.5% | $3,470+28.7% |
| Admin fee / account holder | $17,682 | $5,519+220.4% | $9,284+90.5% | $4,888+261.7% |