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 | $62,599 | $57,016+9.8% | $84,966-26.3% | $80,856-22.6% |
| Participation rate | 37.5% | 56.3%-18.8pp | 67.5%-30.0pp | 67.6%-30.1pp |
| Annual return | 10.89% | 21.66%-10.8pp | 66.38%-55.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,715 | $1,798-4.6% | $2,727-37.1% | $2,755-37.7% |
| Participant deferral / active EE | $1,381 | $3,110-55.6% | $4,519-69.4% | $4,296-67.8% |
| Admin fee / account holder | $3,903 | $4,980-21.6% | $6,149-36.5% | $6,918-43.6% |