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 | $79,914 | $80,717-1.0% | $154,803-48.4% | $84,808-5.8% |
| Participation rate | 56.3% | 66.8%-10.6pp | 78.1%-21.8pp | 68.3%-12.1pp |
| Annual return | 22.33% | 37.96%-15.6pp | 58.88%-36.6pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,211 | $2,761-19.9% | $4,305-48.6% | $2,631-15.9% |
| Participant deferral / active EE | $5,694 | $3,303+72.4% | $5,540+2.8% | $4,212+35.2% |
| Admin fee / account holder | $1,057 | $6,746-84.3% | $14,329-92.6% | $7,344-85.6% |