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 | $55,269 | $86,929-36.4% | $102,423-46.0% | $80,856-31.6% |
| Participation rate | 54.2% | 72.4%-18.2pp | 76.5%-22.3pp | 67.6%-13.5pp |
| Annual return | 11.06% | 18.88%-7.8pp | 29.32%-18.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,503 | $2,369+5.7% | $3,023-17.2% | $2,755-9.1% |
| Participant deferral / active EE | $5,113 | $4,118+24.1% | $5,053+1.2% | $4,296+19.0% |
| Admin fee / account holder | $22,222 | $8,049+176.1% | $9,451+135.1% | $6,918+221.2% |