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 | $29,636 | $98,750-70.0% | $149,696-80.2% | $79,858-62.9% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.5%-36.3pp | 69.6%-23.5pp |
| Annual return | 23.14% | 27.43%-4.3pp | 276.60%-253.5pp | 31.71%-8.6pp |
| Employer contribution / active EE | $3,135 | $3,216-2.5% | $4,644-32.5% | $2,471+26.9% |
| Participant deferral / active EE | $6,113 | $5,680+7.6% | $6,842-10.7% | $3,740+63.4% |
| Admin fee / account holder | $6,354 | $6,053+5.0% | $9,309-31.7% | $5,306+19.7% |