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 | $54,899 | $127,065-56.8% | $113,168-51.5% | $142,382-61.4% |
| Participation rate | 68.4% | 79.2%-10.8pp | 76.6%-8.1pp | 80.1%-11.7pp |
| Annual return | 18.00% | 24.03%-6.0pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,980 | $3,442-42.5% | $2,975-33.4% | $4,299-53.9% |
| Participant deferral / active EE | $7,911 | $5,716+38.4% | $5,107+54.9% | $6,507+21.6% |
| Admin fee / account holder | $13,181 | $15,736-16.2% | $12,068+9.2% | $12,624+4.4% |