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 | $67,402 | $95,803-29.6% | $113,168-40.4% | $84,808-20.5% |
| Participation rate | 56.1% | 72.9%-16.8pp | 76.6%-20.5pp | 68.3%-12.2pp |
| Annual return | 17.22% | 25.00%-7.8pp | 24.27%-7.0pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,158 | $2,360-50.9% | $2,975-61.1% | $2,631-56.0% |
| Participant deferral / active EE | $2,896 | $4,242-31.7% | $5,107-43.3% | $4,212-31.2% |
| Admin fee / account holder | $2,198 | $8,989-75.5% | $12,068-81.8% | $7,344-70.1% |