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 | $81,020 | $94,031-13.8% | $115,768-30.0% | $82,448-1.7% |
| Participation rate | 52.0% | 70.4%-18.4pp | 74.4%-22.4pp | 68.1%-16.1pp |
| Annual return | 15.73% | 20.61%-4.9pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,557 | $2,323-33.0% | $2,940-47.0% | $2,551-39.0% |
| Participant deferral / active EE | $2,381 | $3,972-40.1% | $4,917-51.6% | $4,139-42.5% |
| Admin fee / account holder | $401 | $10,249-96.1% | $12,439-96.8% | $7,234-94.5% |