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 | $73,439 | $86,929-15.5% | $102,423-28.3% | $80,856-9.2% |
| Participation rate | 64.7% | 72.4%-7.7pp | 76.5%-11.8pp | 67.6%-2.9pp |
| Annual return | 17.03% | 18.88%-1.9pp | 29.32%-12.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,032 | $2,369-14.2% | $3,023-32.8% | $2,755-26.2% |
| Participant deferral / active EE | $3,147 | $4,118-23.6% | $5,053-37.7% | $4,296-26.7% |
| Admin fee / account holder | $18,277 | $8,049+127.1% | $9,451+93.4% | $6,918+164.2% |