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 | $78,563 | $146,267-46.3% | $197,124-60.1% | $82,448-4.7% |
| Participation rate | 69.4% | 84.0%-14.7pp | 86.7%-17.4pp | 68.1%+1.3pp |
| Annual return | 15.13% | 29.61%-14.5pp | 44.34%-29.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,675 | $4,723-43.4% | $6,227-57.0% | $2,551+4.9% |
| Participant deferral / active EE | $4,483 | $7,035-36.3% | $9,135-50.9% | $4,139+8.3% |
| Admin fee / account holder | $5,762 | $14,422-60.0% | $16,298-64.6% | $7,234-20.4% |