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 | $50,328 | $56,053-10.2% | $75,972-33.8% | $80,856-37.8% |
| Participation rate | 66.7% | 62.0%+4.6pp | 69.1%-2.4pp | 67.6%-1.0pp |
| Annual return | 11.01% | 20.53%-9.5pp | 359.55%-348.5pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,972 | $1,874+5.2% | $2,685-26.5% | $2,755-28.4% |
| Participant deferral / active EE | $5,152 | $3,052+68.8% | $4,255+21.1% | $4,296+19.9% |
| Admin fee / account holder | $18,318 | $5,234+250.0% | $6,467+183.3% | $6,918+164.8% |