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 | $54,117 | $106,749-49.3% | $145,433-62.8% | $82,448-34.4% |
| Participation rate | 60.7% | 75.6%-14.9pp | 82.1%-21.4pp | 68.1%-7.4pp |
| Annual return | 16.07% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,103 | $3,444-9.9% | $4,554-31.9% | $2,551+21.6% |
| Participant deferral / active EE | $8,407 | $6,519+29.0% | $7,897+6.5% | $4,139+103.1% |
| Admin fee / account holder | $13,232 | $8,390+57.7% | $13,129+0.8% | $7,234+82.9% |