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 | $60,212 | $87,841-31.5% | $133,980-55.1% | $62,891-4.3% |
| Participation rate | 64.4% | 83.4%-18.9pp | 87.1%-22.6pp | 69.3%-4.9pp |
| Annual return | 9.21% | 12.05%-2.8pp | 29.30%-20.1pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,416 | $3,483-59.3% | $5,211-72.8% | $2,281-37.9% |
| Participant deferral / active EE | $2,804 | $4,812-41.7% | $6,282-55.4% | $3,203-12.5% |
| Admin fee / account holder | $2,660 | $5,371-50.5% | $9,324-71.5% | $4,296-38.1% |