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 | $55,858 | $76,552-27.0% | $123,892-54.9% | $62,891-11.2% |
| Participation rate | 55.6% | 73.0%-17.4pp | 81.4%-25.9pp | 69.3%-13.8pp |
| Annual return | 7.43% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,535 | $2,883-46.7% | $4,617-66.7% | $2,281-32.7% |
| Participant deferral / active EE | $2,827 | $4,840-41.6% | $5,984-52.8% | $3,203-11.7% |
| Admin fee / account holder | $744 | $4,826-84.6% | $8,357-91.1% | $4,296-82.7% |