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 | $76,586 | $93,571-18.2% | $135,903-43.6% | $75,163+1.9% |
| Participation rate | 45.5% | 75.2%-29.7pp | 81.9%-36.5pp | 67.2%-21.7pp |
| Annual return | 18.79% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,194 | $3,537-37.9% | $4,856-54.8% | $2,670-17.8% |
| Participant deferral / active EE | $5,459 | $6,404-14.8% | $7,758-29.6% | $4,125+32.3% |
| Admin fee / account holder | $506 | $6,975-92.7% | $10,762-95.3% | $5,651-91.0% |