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 | $74,522 | $93,571-20.4% | $135,903-45.2% | $75,163-0.9% |
| Participation rate | 67.7% | 75.2%-7.4pp | 81.9%-14.2pp | 67.2%+0.6pp |
| Annual return | 16.67% | 30.90%-14.2pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $3,585 | $3,537+1.4% | $4,856-26.2% | $2,670+34.3% |
| Participant deferral / active EE | $8,203 | $6,404+28.1% | $7,758+5.7% | $4,125+98.9% |
| Admin fee / account holder | $11,840 | $6,975+69.7% | $10,762+10.0% | $5,651+109.5% |