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 | $55,466 | $89,355-37.9% | $141,162-60.7% | $72,985-24.0% |
| Participation rate | 55.9% | 75.1%-19.2pp | 82.5%-26.6pp | 69.5%-13.6pp |
| Annual return | 27.96% | 111.85%-83.9pp | 71.39%-43.4pp | 81.00%-53.0pp |
| Employer contribution / active EE | $2,175 | $3,114-30.2% | $4,735-54.1% | $2,440-10.9% |
| Participant deferral / active EE | $4,797 | $5,418-11.5% | $6,709-28.5% | $3,607+33.0% |
| Admin fee / account holder | $9,550 | $5,958+60.3% | $10,261-6.9% | $5,124+86.4% |