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 | $79,623 | $93,571-14.9% | $135,903-41.4% | $75,163+5.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 24.28% | 30.90%-6.6pp | 68.23%-44.0pp | 160.62%-136.3pp |
| Employer contribution / active EE | $3,747 | $3,537+5.9% | $4,856-22.8% | $2,670+40.3% |
| Participant deferral / active EE | $4,501 | $6,404-29.7% | $7,758-42.0% | $4,125+9.1% |
| Admin fee / account holder | $1,812 | $6,975-74.0% | $10,762-83.2% | $5,651-67.9% |