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 | $57,578 | $89,753-35.8% | $107,525-46.5% | $84,808-32.1% |
| Participation rate | 57.9% | 68.1%-10.2pp | 75.1%-17.2pp | 68.3%-10.4pp |
| Annual return | 22.78% | 29.48%-6.7pp | 181.32%-158.5pp | 40.90%-18.1pp |
| Employer contribution / active EE | $2,772 | $3,113-11.0% | $3,754-26.2% | $2,631+5.4% |
| Participant deferral / active EE | $6,518 | $4,056+60.7% | $5,116+27.4% | $4,212+54.8% |
| Admin fee / account holder | $1,819 | $7,222-74.8% | $8,919-79.6% | $7,344-75.2% |