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 | $77,317 | $157,256-50.8% | $141,162-45.2% | $152,861-49.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 18.79% | 64.32%-45.5pp | 71.39%-52.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,324 | $5,261-74.8% | $4,735-72.0% | $4,762-72.2% |
| Participant deferral / active EE | $5,722 | $7,109-19.5% | $6,709-14.7% | $5,850-2.2% |
| Admin fee / account holder | $12,641 | $12,120+4.3% | $10,261+23.2% | $11,596+9.0% |