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 | $72,911 | $95,453-23.6% | $112,040-34.9% | $82,448-11.6% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.5%-12.5pp | 68.1%-4.1pp |
| Annual return | 20.61% | 23.92%-3.3pp | 24.52%-3.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,989 | $2,318-14.2% | $2,954-32.7% | $2,551-22.0% |
| Participant deferral / active EE | $3,772 | $4,224-10.7% | $5,098-26.0% | $4,139-8.9% |
| Admin fee / account holder | $3,314 | $9,013-63.2% | $12,098-72.6% | $7,234-54.2% |