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 | $84,051 | $201,272-58.2% | $184,203-54.4% | $145,922-42.4% |
| Participation rate | 41.7% | 87.5%-45.8pp | 86.8%-45.2pp | 80.3%-38.6pp |
| Annual return | 10.15% | 29.00%-18.9pp | 28.81%-18.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,684 | $7,022-61.8% | $6,427-58.2% | $4,660-42.4% |
| Participant deferral / active EE | $3,522 | $9,806-64.1% | $9,131-61.4% | $6,688-47.3% |
| Admin fee / account holder | $34,606 | $16,364+111.5% | $13,901+148.9% | $13,397+158.3% |