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 | $59,289 | $72,492-18.2% | $87,100-31.9% | $72,985-18.8% |
| Participation rate | 54.2% | 72.8%-18.6pp | 76.9%-22.7pp | 69.5%-15.3pp |
| Annual return | 19.67% | 24.46%-4.8pp | 28.19%-8.5pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,031 | $1,894-45.6% | $2,521-59.1% | $2,440-57.7% |
| Participant deferral / active EE | $2,132 | $3,270-34.8% | $4,049-47.3% | $3,607-40.9% |
| Admin fee / account holder | $5,264 | $5,055+4.1% | $7,497-29.8% | $5,124+2.7% |