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 | $67,557 | $76,367-11.5% | $93,606-27.8% | $72,985-7.4% |
| Participation rate | 52.3% | 71.7%-19.4pp | 75.8%-23.5pp | 69.5%-17.2pp |
| Annual return | 23.82% | 25.82%-2.0pp | 32.76%-8.9pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,326 | $2,275+2.2% | $2,718-14.4% | $2,440-4.7% |
| Participant deferral / active EE | $5,169 | $3,538+46.1% | $4,069+27.0% | $3,607+43.3% |
| Admin fee / account holder | $6,257 | $6,838-8.5% | $7,888-20.7% | $5,124+22.1% |