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 | $37,076 | $93,571-60.4% | $135,903-72.7% | $75,163-50.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 23.58% | 30.90%-7.3pp | 68.23%-44.7pp | 160.62%-137.0pp |
| Employer contribution / active EE | $3,097 | $3,537-12.4% | $4,856-36.2% | $2,670+16.0% |
| Participant deferral / active EE | $7,026 | $6,404+9.7% | $7,758-9.4% | $4,125+70.3% |
| Admin fee / account holder | $8,576 | $6,975+22.9% | $10,762-20.3% | $5,651+51.8% |