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 | $74,857 | $58,627+27.7% | $76,735-2.4% | $82,448-9.2% |
| Participation rate | 40.8% | 63.2%-22.4pp | 69.5%-28.7pp | 68.1%-27.3pp |
| Annual return | 15.99% | 39.10%-23.1pp | 29.77%-13.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,163 | $1,729-32.7% | $2,454-52.6% | $2,551-54.4% |
| Participant deferral / active EE | $2,483 | $3,134-20.8% | $4,088-39.3% | $4,139-40.0% |
| Admin fee / account holder | $3,174 | $5,323-40.4% | $7,189-55.8% | $7,234-56.1% |