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 | $87,494 | $90,503-3.3% | $78,689+11.2% | $273,961-68.1% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 9.42% | 75.60%-66.2pp | 62.18%-52.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $2,275 | $3,176-28.4% | $2,851-20.2% | $4,869-53.3% |
| Participant deferral / active EE | $779 | $3,901-80.0% | $3,517-77.9% | $5,287-85.3% |
| Admin fee / account holder | $1,010 | $5,263-80.8% | $4,510-77.6% | $10,132-90.0% |