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 | $61,950 | $102,966-39.8% | $90,281-31.4% | $152,861-59.5% |
| Participation rate | 64.7% | 75.9%-11.2pp | 73.3%-8.6pp | 82.4%-17.7pp |
| Annual return | 15.87% | 95.16%-79.3pp | 78.10%-62.2pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,312 | $3,139-26.4% | $2,854-19.0% | $4,762-51.5% |
| Participant deferral / active EE | $7,025 | $4,281+64.1% | $3,885+80.8% | $5,850+20.1% |
| Admin fee / account holder | $10,807 | $6,171+75.1% | $5,351+102.0% | $11,596-6.8% |