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 | $59,441 | $102,317-41.9% | $146,958-59.6% | $80,856-26.5% |
| Participation rate | 52.3% | 75.8%-23.6pp | 82.2%-29.9pp | 67.6%-15.4pp |
| Annual return | 15.68% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,212 | $3,713-40.4% | $4,933-55.2% | $2,755-19.7% |
| Participant deferral / active EE | $5,082 | $6,644-23.5% | $8,070-37.0% | $4,296+18.3% |
| Admin fee / account holder | $7,002 | $7,941-11.8% | $12,998-46.1% | $6,918+1.2% |