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 | $144,571 | $106,749+35.4% | $145,433-0.6% | $82,448+75.3% |
| Participation rate | 65.5% | 75.6%-10.1pp | 82.1%-16.6pp | 68.1%-2.6pp |
| Annual return | 19.06% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,649 | $3,444-52.1% | $4,554-63.8% | $2,551-35.4% |
| Participant deferral / active EE | $3,833 | $6,519-41.2% | $7,897-51.5% | $4,139-7.4% |
| Admin fee / account holder | $639 | $8,390-92.4% | $13,129-95.1% | $7,234-91.2% |