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 | $60,879 | $72,277-15.8% | $101,248-39.9% | $79,858-23.8% |
| Participation rate | 62.8% | 68.5%-5.7pp | 75.8%-13.0pp | 69.6%-6.8pp |
| Annual return | 18.77% | 22.30%-3.5pp | 46.47%-27.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,977 | $2,692-26.6% | $3,660-46.0% | $2,471-20.0% |
| Participant deferral / active EE | $4,119 | $3,282+25.5% | $4,370-5.7% | $3,740+10.1% |
| Admin fee / account holder | $6,611 | $4,400+50.2% | $5,945+11.2% | $5,306+24.6% |