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 | $64,909 | $181,894-64.3% | $156,549-58.5% | $273,961-76.3% |
| Participation rate | 37.5% | 88.4%-50.9pp | 84.0%-46.5pp | 83.0%-45.5pp |
| Annual return | 10.44% | 30.74%-20.3pp | 32.23%-21.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,658 | $6,248-57.5% | $5,501-51.7% | $4,869-45.4% |
| Participant deferral / active EE | $4,950 | $5,550-10.8% | $4,871+1.6% | $5,287-6.4% |
| Admin fee / account holder | $1,623 | $15,559-89.6% | $13,027-87.5% | $10,132-84.0% |