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 | $52,478 | $65,561-20.0% | $86,188-39.1% | $75,163-30.2% |
| Participation rate | 55.9% | 60.5%-4.6pp | 69.0%-13.1pp | 67.2%-11.3pp |
| Annual return | 14.79% | 46.05%-31.3pp | 1168.45%-1153.7pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,496 | $1,553-3.7% | $2,380-37.1% | $2,670-44.0% |
| Participant deferral / active EE | $2,745 | $3,024-9.2% | $3,985-31.1% | $4,125-33.5% |
| Admin fee / account holder | $482 | $5,474-91.2% | $6,852-93.0% | $5,651-91.5% |