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 | $89,357 | $87,870+1.7% | $113,168-21.0% | $74,304+20.3% |
| Participation rate | 51.7% | 70.7%-19.1pp | 76.6%-24.9pp | 60.3%-8.7pp |
| Annual return | 18.12% | 26.44%-8.3pp | 24.27%-6.2pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,479 | $2,277-35.1% | $2,975-50.3% | $2,241-34.0% |
| Participant deferral / active EE | $2,717 | $4,241-35.9% | $5,107-46.8% | $3,767-27.9% |
| Admin fee / account holder | $5,935 | $3,368+76.2% | $12,068-50.8% | $2,969+99.9% |