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 | $78,375 | $127,065-38.3% | $113,168-30.7% | $142,382-45.0% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 12.31% | 24.03%-11.7pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,678 | $3,442-51.3% | $2,975-43.6% | $4,299-61.0% |
| Participant deferral / active EE | $2,153 | $5,716-62.3% | $5,107-57.8% | $6,507-66.9% |
| Admin fee / account holder | $17,066 | $15,736+8.5% | $12,068+41.4% | $12,624+35.2% |