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 | $79,451 | $157,256-49.5% | $141,162-43.7% | $152,861-48.0% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.4%-13.2pp |
| Annual return | 19.45% | 64.32%-44.9pp | 71.39%-51.9pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,858 | $5,261-64.7% | $4,735-60.8% | $4,762-61.0% |
| Participant deferral / active EE | $4,564 | $7,109-35.8% | $6,709-32.0% | $5,850-22.0% |
| Admin fee / account holder | $19,497 | $12,120+60.9% | $10,261+90.0% | $11,596+68.1% |