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 | $55,084 | $77,899-29.3% | $149,673-63.2% | $75,163-26.7% |
| Participation rate | 55.1% | 65.6%-10.5pp | 78.8%-23.7pp | 67.2%-12.1pp |
| Annual return | 16.30% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,277 | $3,137-59.3% | $4,818-73.5% | $2,670-52.2% |
| Participant deferral / active EE | $4,012 | $3,411+17.6% | $5,680-29.4% | $4,125-2.7% |
| Admin fee / account holder | $7,870 | $5,956+32.1% | $13,210-40.4% | $5,651+39.3% |