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 | $49,894 | $95,453-47.7% | $112,040-55.5% | $82,448-39.5% |
| Participation rate | 59.7% | 72.8%-13.0pp | 76.5%-16.8pp | 68.1%-8.3pp |
| Annual return | 15.52% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,004 | $2,318-56.7% | $2,954-66.0% | $2,551-60.6% |
| Participant deferral / active EE | $2,630 | $4,224-37.7% | $5,098-48.4% | $4,139-36.5% |
| Admin fee / account holder | $9,234 | $9,013+2.4% | $12,098-23.7% | $7,234+27.6% |