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 | $55,657 | $106,749-47.9% | $145,433-61.7% | $82,448-32.5% |
| Participation rate | 52.9% | 75.6%-22.7pp | 82.1%-29.2pp | 68.1%-15.1pp |
| Annual return | 16.06% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,596 | $3,444-24.6% | $4,554-43.0% | $2,551+1.7% |
| Participant deferral / active EE | $4,691 | $6,519-28.0% | $7,897-40.6% | $4,139+13.3% |
| Admin fee / account holder | $10,290 | $8,390+22.7% | $13,129-21.6% | $7,234+42.2% |