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 | $28,315 | $96,965-70.8% | $97,995-71.1% | $147,584-80.8% |
| Participation rate | 50.0% | 83.6%-33.6pp | 82.4%-32.4pp | 82.8%-32.8pp |
| Annual return | 27.55% | 24.11%+3.4pp | 23.94%+3.6pp | 578.55%-551.0pp |
| Employer contribution / active EE | $4,117 | $4,536-9.2% | $4,158-1.0% | $4,876-15.6% |
| Participant deferral / active EE | $4,121 | $5,081-18.9% | $5,097-19.1% | $5,439-24.2% |
| Admin fee / account holder | $818 | $8,120-89.9% | $5,943-86.2% | $10,885-92.5% |