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 | $58,743 | $93,571-37.2% | $135,903-56.8% | $75,163-21.8% |
| Participation rate | 69.1% | 75.2%-6.1pp | 81.9%-12.8pp | 67.2%+1.9pp |
| Annual return | 21.00% | 30.90%-9.9pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $3,036 | $3,537-14.1% | $4,856-37.5% | $2,670+13.7% |
| Participant deferral / active EE | $10,585 | $6,404+65.3% | $7,758+36.4% | $4,125+156.6% |
| Admin fee / account holder | $2,774 | $6,975-60.2% | $10,762-74.2% | $5,651-50.9% |