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 | $80,665 | $162,781-50.4% | $133,956-39.8% | $158,922-49.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 26.82% | 41.94%-15.1pp | 45.09%-18.3pp | 302.83%-276.0pp |
| Employer contribution / active EE | $2,012 | $4,975-59.6% | $3,919-48.7% | $4,761-57.7% |
| Participant deferral / active EE | $3,498 | $5,911-40.8% | $5,048-30.7% | $5,982-41.5% |
| Admin fee / account holder | $8,851 | $11,736-24.6% | $8,927-0.9% | $11,246-21.3% |