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 | $74,507 | $102,245-27.1% | $89,340-16.6% | $137,256-45.7% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 17.91% | 21.89%-4.0pp | 20.57%-2.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,144 | $2,529-15.2% | $2,231-3.9% | $4,156-48.4% |
| Participant deferral / active EE | $5,637 | $4,436+27.1% | $3,823+47.4% | $6,407-12.0% |
| Admin fee / account holder | $2,974 | $8,085-63.2% | $6,704-55.6% | $12,270-75.8% |