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 | $57,197 | $88,672-35.5% | $105,223-45.6% | $82,448-30.6% |
| Participation rate | 64.5% | 67.9%-3.4pp | 75.0%-10.5pp | 68.1%-3.6pp |
| Annual return | 15.01% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,121 | $3,048-63.2% | $3,689-69.6% | $2,551-56.1% |
| Participant deferral / active EE | $4,156 | $4,036+3.0% | $5,072-18.0% | $4,139+0.4% |
| Admin fee / account holder | $692 | $7,146-90.3% | $8,859-92.2% | $7,234-90.4% |