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 | $79,986 | $162,781-50.9% | $133,956-40.3% | $158,922-49.7% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 13.78% | 41.94%-28.2pp | 45.09%-31.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,005 | $4,975-59.7% | $3,919-48.8% | $4,761-57.9% |
| Participant deferral / active EE | $5,066 | $5,911-14.3% | $5,048+0.4% | $5,982-15.3% |
| Admin fee / account holder | $13,680 | $11,736+16.6% | $8,927+53.2% | $11,246+21.6% |