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 | $43,633 | $58,828-25.8% | $77,999-44.1% | $62,891-30.6% |
| Participation rate | 64.3% | 71.1%-6.8pp | 75.5%-11.2pp | 69.3%-5.0pp |
| Annual return | 9.36% | 17.16%-7.8pp | 425.96%-416.6pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,783 | $1,672+6.7% | $2,470-27.8% | $2,281-21.8% |
| Participant deferral / active EE | $3,881 | $2,686+44.5% | $3,497+11.0% | $3,203+21.2% |
| Admin fee / account holder | $8,982 | $4,393+104.5% | $5,480+63.9% | $4,296+109.1% |