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 | $35,669 | $74,888-52.4% | $71,209-49.9% | $142,382-74.9% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.8%-5.3pp | 80.1%-11.7pp |
| Annual return | 15.39% | 345.14%-329.8pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,024 | $2,854-29.1% | $2,721-25.6% | $4,299-52.9% |
| Participant deferral / active EE | $3,772 | $4,454-15.3% | $4,175-9.7% | $6,507-42.0% |
| Admin fee / account holder | $16,211 | $5,568+191.1% | $5,349+203.1% | $12,624+28.4% |