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 | $65,677 | $86,929-24.4% | $102,423-35.9% | $80,856-18.8% |
| Participation rate | 41.2% | 72.4%-31.1pp | 76.5%-35.3pp | 67.6%-26.4pp |
| Annual return | 12.83% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,429 | $2,369-39.7% | $3,023-52.7% | $2,755-48.1% |
| Participant deferral / active EE | $2,049 | $4,118-50.2% | $5,053-59.4% | $4,296-52.3% |
| Admin fee / account holder | $4,817 | $8,049-40.2% | $9,451-49.0% | $6,918-30.4% |