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 | $51,875 | $110,257-53.0% | $96,544-46.3% | $139,434-62.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 14.00% | 26.32%-12.3pp | 25.84%-11.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,574 | $3,620-28.9% | $2,965-13.2% | $4,751-45.8% |
| Participant deferral / active EE | $4,286 | $5,548-22.7% | $4,851-11.6% | $6,710-36.1% |
| Admin fee / account holder | $18,594 | $11,591+60.4% | $8,252+125.3% | $11,403+63.1% |