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 | $91,214 | $46,553+95.9% | $64,056+42.4% | $75,163+21.4% |
| Participation rate | 57.1% | 65.9%-8.8pp | 72.3%-15.2pp | 67.2%-10.0pp |
| Annual return | 12.44% | 26.03%-13.6pp | 33.69%-21.2pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,365 | $1,974-30.8% | $2,747-50.3% | $2,670-48.9% |
| Participant deferral / active EE | $3,625 | $2,837+27.8% | $3,880-6.6% | $4,125-12.1% |
| Admin fee / account holder | $13,858 | $2,952+369.4% | $3,068+351.7% | $5,651+145.2% |