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 | $88,565 | $80,717+9.7% | $154,803-42.8% | $84,808+4.4% |
| Participation rate | 58.1% | 66.8%-8.7pp | 78.1%-20.0pp | 68.3%-10.2pp |
| Annual return | 16.85% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,254 | $2,761-54.6% | $4,305-70.9% | $2,631-52.3% |
| Participant deferral / active EE | $3,004 | $3,303-9.1% | $5,540-45.8% | $4,212-28.7% |
| Admin fee / account holder | $6,946 | $6,746+3.0% | $14,329-51.5% | $7,344-5.4% |