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 | $115,113 | $106,749+7.8% | $145,433-20.8% | $82,448+39.6% |
| Participation rate | 66.0% | 75.6%-9.6pp | 82.1%-16.1pp | 68.1%-2.0pp |
| Annual return | 16.92% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,290 | $3,444-62.6% | $4,554-71.7% | $2,551-49.4% |
| Participant deferral / active EE | $3,163 | $6,519-51.5% | $7,897-59.9% | $4,139-23.6% |
| Admin fee / account holder | $3,855 | $8,390-54.1% | $13,129-70.6% | $7,234-46.7% |