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 | $78,019 | $96,484-19.1% | $75,886+2.8% | $152,861-49.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 18.81% | 33.98%-15.2pp | 30.76%-11.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,348 | $3,309-29.0% | $2,500-6.1% | $4,762-50.7% |
| Participant deferral / active EE | $2,619 | $4,553-42.5% | $3,603-27.3% | $5,850-55.2% |
| Admin fee / account holder | $22,921 | $8,078+183.7% | $5,418+323.0% | $11,596+97.7% |