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 | $77,662 | $70,475+10.2% | $100,516-22.7% | $79,858-2.8% |
| Participation rate | 60.0% | 73.7%-13.7pp | 79.4%-19.4pp | 69.6%-9.6pp |
| Annual return | 28.39% | 21.90%+6.5pp | 30.89%-2.5pp | 31.71%-3.3pp |
| Employer contribution / active EE | $1,101 | $2,165-49.1% | $3,418-67.8% | $2,471-55.4% |
| Participant deferral / active EE | $6,270 | $5,181+21.0% | $6,2700% | $3,740+67.6% |
| Admin fee / account holder | $11,976 | $4,478+167.4% | $8,081+48.2% | $5,306+125.7% |