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 | $52,282 | $112,729-53.6% | $98,716-47.0% | $137,256-61.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 17.86% | 38.48%-20.6pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,469 | $2,725-46.1% | $2,279-35.5% | $4,156-64.7% |
| Participant deferral / active EE | $7,726 | $4,640+66.5% | $4,048+90.9% | $6,407+20.6% |
| Admin fee / account holder | $5,250 | $10,129-48.2% | $8,703-39.7% | $12,270-57.2% |