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 | $63,282 | $127,065-50.2% | $113,168-44.1% | $142,382-55.6% |
| Participation rate | 41.7% | 79.2%-37.5pp | 76.6%-34.9pp | 80.1%-38.5pp |
| Annual return | 12.54% | 24.03%-11.5pp | 24.27%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,070 | $3,442-68.9% | $2,975-64.0% | $4,299-75.1% |
| Participant deferral / active EE | $3,388 | $5,716-40.7% | $5,107-33.7% | $6,507-47.9% |
| Admin fee / account holder | $19,756 | $15,736+25.5% | $12,068+63.7% | $12,624+56.5% |