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 | $51,239 | $86,929-41.1% | $102,423-50.0% | $80,856-36.6% |
| Participation rate | 56.3% | 72.4%-16.1pp | 76.5%-20.2pp | 67.6%-11.4pp |
| Annual return | 12.29% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,470 | $2,369-38.0% | $3,023-51.4% | $2,755-46.7% |
| Participant deferral / active EE | $2,259 | $4,118-45.2% | $5,053-55.3% | $4,296-47.4% |
| Admin fee / account holder | $4,538 | $8,049-43.6% | $9,451-52.0% | $6,918-34.4% |