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 | $62,252 | $54,762+13.7% | $90,281-31.0% | $72,985-14.7% |
| Participation rate | 0.0% | 65.1%-65.1pp | 73.3%-73.3pp | 69.5%-69.5pp |
| Annual return | 23.65% | 30.63%-7.0pp | 78.10%-54.4pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,818 | $2,092-13.1% | $2,854-36.3% | $2,440-25.5% |
| Participant deferral / active EE | $2,770 | $2,887-4.1% | $3,885-28.7% | $3,607-23.2% |
| Admin fee / account holder | $658 | $3,972-83.4% | $5,351-87.7% | $5,124-87.2% |