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 | $73,073 | $91,190-19.9% | $178,490-59.1% | $79,858-8.5% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 14.12% | 24.19%-10.1pp | 151.07%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,304 | $3,256+1.5% | $5,011-34.1% | $2,471+33.7% |
| Participant deferral / active EE | $6,502 | $3,236+100.9% | $5,202+25.0% | $3,740+73.9% |
| Admin fee / account holder | $526 | $6,751-92.2% | $13,984-96.2% | $5,306-90.1% |