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 | $67,118 | $53,777+24.8% | $134,143-50.0% | $79,858-16.0% |
| Participation rate | 48.0% | 58.8%-10.8pp | 72.2%-24.2pp | 69.6%-21.6pp |
| Annual return | 10.62% | 19.01%-8.4pp | 36.33%-25.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,110 | $1,321-16.0% | $3,704-70.0% | $2,471-55.1% |
| Participant deferral / active EE | $2,519 | $2,420+4.1% | $3,499-28.0% | $3,740-32.7% |
| Admin fee / account holder | $16,508 | $3,984+314.3% | $6,684+147.0% | $5,306+211.1% |