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 | $41,873 | $89,753-53.3% | $107,525-61.1% | $84,808-50.6% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 14.40% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,527 | $3,113+45.4% | $3,754+20.6% | $2,631+72.1% |
| Participant deferral / active EE | $4,800 | $4,056+18.3% | $5,116-6.2% | $4,212+14.0% |
| Admin fee / account holder | $582 | $7,222-91.9% | $8,919-93.5% | $7,344-92.1% |