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 | $67,093 | $104,974-36.1% | $95,585-29.8% | $142,382-52.9% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 12.20% | 210.33%-198.1pp | 38.56%-26.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,822 | $2,779-34.4% | $2,527-27.9% | $4,299-57.6% |
| Participant deferral / active EE | $3,298 | $4,352-24.2% | $4,023-18.0% | $6,507-49.3% |
| Admin fee / account holder | $35,978 | $6,386+463.4% | $6,127+487.2% | $12,624+185.0% |