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 | $72,580 | $115,770-37.3% | $101,248-28.3% | $158,922-54.3% |
| Participation rate | 65.0% | 79.4%-14.4pp | 75.8%-10.8pp | 82.0%-17.0pp |
| Annual return | 15.17% | 56.14%-41.0pp | 46.47%-31.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,211 | $4,175-47.0% | $3,660-39.6% | $4,761-53.6% |
| Participant deferral / active EE | $4,697 | $4,957-5.3% | $4,370+7.5% | $5,982-21.5% |
| Admin fee / account holder | $21,425 | $7,245+195.7% | $5,945+260.3% | $11,246+90.5% |