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 | $75,379 | $95,453-21.0% | $112,040-32.7% | $82,448-8.6% |
| Participation rate | 51.2% | 72.8%-21.6pp | 76.5%-25.3pp | 68.1%-16.9pp |
| Annual return | 12.80% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,047 | $2,318-54.8% | $2,954-64.6% | $2,551-59.0% |
| Participant deferral / active EE | $2,723 | $4,224-35.5% | $5,098-46.6% | $4,139-34.2% |
| Admin fee / account holder | $3,411 | $9,013-62.2% | $12,098-71.8% | $7,234-52.9% |