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 | $46,778 | $118,680-60.6% | $98,907-52.7% | $158,922-70.6% |
| Participation rate | 65.2% | 77.8%-12.6pp | 76.0%-10.8pp | 82.0%-16.7pp |
| Annual return | 5.15% | 372.35%-367.2pp | 196.43%-191.3pp | 302.83%-297.7pp |
| Employer contribution / active EE | $2,683 | $3,333-19.5% | $2,689-0.2% | $4,761-43.7% |
| Participant deferral / active EE | $7,204 | $5,088+41.6% | $4,244+69.7% | $5,982+20.4% |
| Admin fee / account holder | $54,988 | $10,131+442.8% | $6,642+727.9% | $11,246+389.0% |