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 | $74,927 | $87,870-14.7% | $113,168-33.8% | $74,304+0.8% |
| Participation rate | 41.4% | 70.7%-29.4pp | 76.6%-35.2pp | 60.3%-19.0pp |
| Annual return | 14.52% | 26.44%-11.9pp | 24.27%-9.7pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,208 | $2,277-46.9% | $2,975-59.4% | $2,241-46.1% |
| Participant deferral / active EE | $2,728 | $4,241-35.7% | $5,107-46.6% | $3,767-27.6% |
| Admin fee / account holder | $5,455 | $3,368+62.0% | $12,068-54.8% | $2,969+83.7% |