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 | $49,957 | $86,929-42.5% | $102,423-51.2% | $80,856-38.2% |
| Participation rate | 57.6% | 72.4%-14.8pp | 76.5%-18.9pp | 67.6%-10.1pp |
| Annual return | 15.38% | 18.88%-3.5pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,612 | $2,369-32.0% | $3,023-46.7% | $2,755-41.5% |
| Participant deferral / active EE | $3,092 | $4,118-24.9% | $5,053-38.8% | $4,296-28.0% |
| Admin fee / account holder | $15,327 | $8,049+90.4% | $9,451+62.2% | $6,918+121.6% |