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 | $76,455 | $86,929-12.0% | $102,423-25.4% | $80,856-5.4% |
| Participation rate | 51.9% | 72.4%-20.5pp | 76.5%-24.6pp | 67.6%-15.7pp |
| Annual return | 15.99% | 18.88%-2.9pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,403 | $2,369-40.8% | $3,023-53.6% | $2,755-49.1% |
| Participant deferral / active EE | $13,278 | $4,118+222.4% | $5,053+162.8% | $4,296+209.1% |
| Admin fee / account holder | $18,057 | $8,049+124.3% | $9,451+91.1% | $6,918+161.0% |