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 | $27,569 | $117,841-76.6% | $102,423-73.1% | $145,922-81.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 15.78% | 31.65%-15.9pp | 29.32%-13.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,843 | $3,615-21.3% | $3,023-6.0% | $4,660-39.0% |
| Participant deferral / active EE | $3,581 | $5,731-37.5% | $5,053-29.1% | $6,688-46.5% |
| Admin fee / account holder | $8,859 | $13,326-33.5% | $9,451-6.3% | $13,397-33.9% |