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 | $41,013 | $117,983-65.2% | $101,794-59.7% | $142,382-71.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 12.09% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,755 | $2,773-36.7% | $2,289-23.3% | $4,299-59.2% |
| Participant deferral / active EE | $2,256 | $4,714-52.1% | $4,084-44.8% | $6,507-65.3% |
| Admin fee / account holder | $16,021 | $10,433+53.6% | $8,777+82.5% | $12,624+26.9% |