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 | $74,674 | $89,355-16.4% | $141,162-47.1% | $72,985+2.3% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 26.05% | 111.85%-85.8pp | 71.39%-45.3pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,824 | $3,114-9.3% | $4,735-40.4% | $2,440+15.8% |
| Participant deferral / active EE | $5,337 | $5,418-1.5% | $6,709-20.4% | $3,607+47.9% |
| Admin fee / account holder | $5,600 | $5,958-6.0% | $10,261-45.4% | $5,124+9.3% |