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 | $66,006 | $138,562-52.4% | $246,525-73.2% | $116,875-43.5% |
| Participation rate | 58.6% | 72.8%-14.2pp | 82.0%-23.3pp | 74.5%-15.9pp |
| Annual return | 27.19% | 16.14%+11.0pp | 0.46%+26.7pp | 16.29%+10.9pp |
| Employer contribution / active EE | $2,210 | $4,835-54.3% | $7,467-70.4% | $3,288-32.8% |
| Participant deferral / active EE | $3,050 | $4,207-27.5% | $5,422-43.8% | $3,885-21.5% |
| Admin fee / account holder | $14,301 | $18,110-21.0% | $16,551-13.6% | $12,263+16.6% |