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 | $54,245 | $135,952-60.1% | $123,892-56.2% | $273,961-80.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 9.04% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $15,695 | $5,170+203.6% | $4,617+239.9% | $4,869+222.4% |
| Participant deferral / active EE | $7,222 | $6,343+13.9% | $5,984+20.7% | $5,287+36.6% |
| Admin fee / account holder | $4,166 | $9,817-57.6% | $8,357-50.1% | $10,132-58.9% |