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 | $51,873 | $91,407-43.3% | $135,903-61.8% | $71,457-27.4% |
| Participation rate | 67.4% | 75.7%-8.3pp | 81.9%-14.5pp | 67.9%-0.5pp |
| Annual return | 46.17% | 29.90%+16.3pp | 68.23%-22.1pp | 28.85%+17.3pp |
| Employer contribution / active EE | $3,259 | $3,703-12.0% | $4,856-32.9% | $2,588+25.9% |
| Participant deferral / active EE | $8,945 | $7,092+26.1% | $7,758+15.3% | $4,289+108.6% |
| Admin fee / account holder | $5,154 | $1,266+307.2% | $10,762-52.1% | $1,587+224.7% |