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 | $84,476 | $80,717+4.7% | $154,803-45.4% | $84,808-0.4% |
| Participation rate | 58.2% | 66.8%-8.6pp | 78.1%-19.9pp | 68.3%-10.1pp |
| Annual return | 18.06% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,415 | $2,761-48.7% | $4,305-67.1% | $2,631-46.2% |
| Participant deferral / active EE | $2,642 | $3,303-20.0% | $5,540-52.3% | $4,212-37.3% |
| Admin fee / account holder | $4,025 | $6,746-40.3% | $14,329-71.9% | $7,344-45.2% |