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 | $46,014 | $77,899-40.9% | $149,673-69.3% | $75,163-38.8% |
| Participation rate | 65.3% | 65.6%-0.3pp | 78.8%-13.5pp | 67.2%-1.9pp |
| Annual return | 15.37% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,517 | $3,137-19.8% | $4,818-47.8% | $2,670-5.7% |
| Participant deferral / active EE | $4,101 | $3,411+20.2% | $5,680-27.8% | $4,125-0.6% |
| Admin fee / account holder | $3,811 | $5,956-36.0% | $13,210-71.2% | $5,651-32.6% |