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 | $63,272 | $81,460-22.3% | $103,333-38.8% | $80,856-21.7% |
| Participation rate | 51.3% | 66.8%-15.6pp | 74.5%-23.2pp | 67.6%-16.4pp |
| Annual return | 13.89% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,480 | $3,105-20.1% | $3,868-35.9% | $2,755-10.0% |
| Participant deferral / active EE | $5,448 | $3,869+40.8% | $5,057+7.7% | $4,296+26.8% |
| Admin fee / account holder | $8,068 | $6,566+22.9% | $8,355-3.4% | $6,918+16.6% |