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 | $84,139 | $162,781-48.3% | $133,956-37.2% | $158,922-47.1% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 23.30% | 41.94%-18.6pp | 45.09%-21.8pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,045 | $4,975-58.9% | $3,919-47.8% | $4,761-57.1% |
| Participant deferral / active EE | $7,896 | $5,911+33.6% | $5,048+56.4% | $5,982+32.0% |
| Admin fee / account holder | $4,307 | $11,736-63.3% | $8,927-51.8% | $11,246-61.7% |