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 | $77,616 | $106,749-27.3% | $145,433-46.6% | $82,448-5.9% |
| Participation rate | 32.3% | 75.6%-43.4pp | 82.1%-49.9pp | 68.1%-35.8pp |
| Annual return | 20.85% | 27.59%-6.7pp | 66.58%-45.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,774 | $3,444-48.5% | $4,554-61.1% | $2,551-30.5% |
| Participant deferral / active EE | $4,961 | $6,519-23.9% | $7,897-37.2% | $4,139+19.9% |
| Admin fee / account holder | $1,685 | $8,390-79.9% | $13,129-87.2% | $7,234-76.7% |