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 | $74,767 | $89,753-16.7% | $107,525-30.5% | $84,808-11.8% |
| Participation rate | 62.8% | 68.1%-5.3pp | 75.1%-12.3pp | 68.3%-5.5pp |
| Annual return | 15.71% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,860 | $3,113-40.2% | $3,754-50.4% | $2,631-29.3% |
| Participant deferral / active EE | $3,354 | $4,056-17.3% | $5,116-34.4% | $4,212-20.4% |
| Admin fee / account holder | $2,509 | $7,222-65.3% | $8,919-71.9% | $7,344-65.8% |