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 | $54,237 | $78,422-30.8% | $95,952-43.5% | $79,858-32.1% |
| Participation rate | 51.6% | 73.5%-21.9pp | 77.1%-25.5pp | 69.6%-18.0pp |
| Annual return | 17.63% | 19.37%-1.7pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,060 | $1,945+5.9% | $2,541-18.9% | $2,471-16.6% |
| Participant deferral / active EE | $4,310 | $3,440+25.3% | $4,167+3.4% | $3,740+15.2% |
| Admin fee / account holder | $5,240 | $5,622-6.8% | $6,795-22.9% | $5,306-1.3% |