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 | $108,220 | $101,724+6.4% | $164,813-34.3% | $80,856+33.8% |
| Participation rate | 46.4% | 71.8%-25.4pp | 78.6%-32.2pp | 67.6%-21.2pp |
| Annual return | 13.26% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,565 | $2,953-47.0% | $4,341-63.9% | $2,755-43.2% |
| Participant deferral / active EE | $3,721 | $4,477-16.9% | $6,031-38.3% | $4,296-13.4% |
| Admin fee / account holder | $51,008 | $8,227+520.0% | $12,690+302.0% | $6,918+637.3% |