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 | $60,128 | $116,167-48.2% | $64,489-6.8% | $137,256-56.2% |
| Participation rate | 50.0% | 68.2%-18.2pp | 67.7%-17.7pp | 80.0%-30.0pp |
| Annual return | 8.64% | 36.55%-27.9pp | 55.03%-46.4pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,496 | $2,483+0.5% | $1,523+63.9% | $4,156-39.9% |
| Participant deferral / active EE | $2,650 | $4,215-37.1% | $2,778-4.6% | $6,407-58.6% |
| Admin fee / account holder | $11,792 | $6,188+90.6% | $4,260+176.8% | $12,270-3.9% |