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 | $41,227 | $98,750-58.3% | $149,696-72.5% | $79,858-48.4% |
| Participation rate | 62.2% | 75.8%-13.6pp | 82.5%-20.3pp | 69.6%-7.5pp |
| Annual return | 15.22% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $3,152 | $3,216-2.0% | $4,644-32.1% | $2,471+27.6% |
| Participant deferral / active EE | $4,151 | $5,680-26.9% | $6,842-39.3% | $3,740+11.0% |
| Admin fee / account holder | $4,391 | $6,053-27.4% | $9,309-52.8% | $5,306-17.2% |