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 | $79,634 | $153,772-48.2% | $133,980-40.6% | $273,961-70.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 14.55% | 36.51%-22.0pp | 29.30%-14.7pp | 41.45%-26.9pp |
| Employer contribution / active EE | $11,425 | $6,029+89.5% | $5,211+119.2% | $4,869+134.7% |
| Participant deferral / active EE | $9,854 | $6,958+41.6% | $6,282+56.9% | $5,287+86.4% |
| Admin fee / account holder | $983 | $11,765-91.6% | $9,324-89.5% | $10,132-90.3% |