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 | $89,956 | $95,803-6.1% | $113,168-20.5% | $84,808+6.1% |
| Participation rate | 52.8% | 72.9%-20.1pp | 76.6%-23.8pp | 68.3%-15.5pp |
| Annual return | 16.95% | 25.00%-8.1pp | 24.27%-7.3pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,588 | $2,360-32.7% | $2,975-46.6% | $2,631-39.6% |
| Participant deferral / active EE | $3,963 | $4,242-6.6% | $5,107-22.4% | $4,212-5.9% |
| Admin fee / account holder | $4,788 | $8,989-46.7% | $12,068-60.3% | $7,344-34.8% |