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 | $71,189 | $107,452-33.7% | $91,541-22.2% | $142,382-50.0% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.8%-7.3pp | 80.1%-17.6pp |
| Annual return | 17.67% | 22.06%-4.4pp | 20.50%-2.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,567 | $2,994-14.3% | $2,505+2.5% | $4,299-40.3% |
| Participant deferral / active EE | $6,490 | $4,754+36.5% | $4,008+61.9% | $6,507-0.3% |
| Admin fee / account holder | $2,221 | $8,834-74.9% | $6,956-68.1% | $12,624-82.4% |