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 | $58,363 | $86,929-32.9% | $102,423-43.0% | $80,856-27.8% |
| Participation rate | 60.5% | 72.4%-11.8pp | 76.5%-16.0pp | 67.6%-7.1pp |
| Annual return | 10.86% | 18.88%-8.0pp | 29.32%-18.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $698 | $2,369-70.5% | $3,023-76.9% | $2,755-74.6% |
| Participant deferral / active EE | $2,902 | $4,118-29.5% | $5,053-42.6% | $4,296-32.5% |
| Admin fee / account holder | $13,568 | $8,049+68.6% | $9,451+43.6% | $6,918+96.1% |