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 | $48,804 | $102,616-52.4% | $81,983-40.5% | $158,922-69.3% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 15.05% | 61.04%-46.0pp | 41.31%-26.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,132 | $3,240-34.2% | $2,498-14.7% | $4,761-55.2% |
| Participant deferral / active EE | $8,454 | $4,648+81.9% | $3,722+127.1% | $5,982+41.3% |
| Admin fee / account holder | $12,622 | $8,235+53.3% | $5,664+122.9% | $11,246+12.2% |