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 | $63,589 | $89,753-29.2% | $107,525-40.9% | $84,808-25.0% |
| Participation rate | 60.7% | 68.1%-7.4pp | 75.1%-14.4pp | 68.3%-7.7pp |
| Annual return | 13.51% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,032 | $3,113-66.9% | $3,754-72.5% | $2,631-60.8% |
| Participant deferral / active EE | $3,592 | $4,056-11.4% | $5,116-29.8% | $4,212-14.7% |
| Admin fee / account holder | $597 | $7,222-91.7% | $8,919-93.3% | $7,344-91.9% |