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 | $27,621 | $117,983-76.6% | $101,794-72.9% | $142,382-80.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 17.65% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,734 | $2,773+70.7% | $2,289+106.8% | $4,299+10.1% |
| Participant deferral / active EE | $9,450 | $4,714+100.5% | $4,084+131.4% | $6,507+45.2% |
| Admin fee / account holder | $53,069 | $10,433+408.6% | $8,777+504.6% | $12,624+320.4% |