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 | $56,495 | $101,069-44.1% | $81,478-30.7% | $147,584-61.7% |
| Participation rate | 60.0% | 74.5%-14.5pp | 68.0%-8.0pp | 82.8%-22.8pp |
| Annual return | 22.60% | 32.40%-9.8pp | 38.78%-16.2pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,239 | $3,205-30.1% | $2,568-12.8% | $4,876-54.1% |
| Participant deferral / active EE | $7,463 | $4,242+75.9% | $3,537+111.0% | $5,439+37.2% |
| Admin fee / account holder | $17,784 | $5,812+206.0% | $4,561+289.9% | $10,885+63.4% |