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 | $77,185 | $58,627+31.7% | $76,735+0.6% | $82,448-6.4% |
| Participation rate | 53.6% | 63.2%-9.6pp | 69.5%-15.9pp | 68.1%-14.5pp |
| Annual return | 14.08% | 39.10%-25.0pp | 29.77%-15.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,628 | $1,729-5.9% | $2,454-33.7% | $2,551-36.2% |
| Participant deferral / active EE | $3,584 | $3,134+14.4% | $4,088-12.3% | $4,139-13.4% |
| Admin fee / account holder | $9,536 | $5,323+79.2% | $7,189+32.6% | $7,234+31.8% |