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 | $44,160 | $181,894-75.7% | $156,549-71.8% | $273,961-83.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 25.46% | 30.74%-5.3pp | 32.23%-6.8pp | 41.45%-16.0pp |
| Employer contribution / active EE | $7,752 | $6,248+24.1% | $5,501+40.9% | $4,869+59.2% |
| Participant deferral / active EE | $6,739 | $5,550+21.4% | $4,871+38.3% | $5,287+27.5% |
| Admin fee / account holder | $1,545 | $15,559-90.1% | $13,027-88.1% | $10,132-84.8% |