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 | $74,300 | $87,870-15.4% | $113,168-34.3% | $74,3040% |
| Participation rate | 61.0% | 70.7%-9.8pp | 76.6%-15.6pp | 60.3%+0.6pp |
| Annual return | 16.73% | 26.44%-9.7pp | 24.27%-7.5pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,651 | $2,277-27.5% | $2,975-44.5% | $2,241-26.4% |
| Participant deferral / active EE | $3,831 | $4,241-9.7% | $5,107-25.0% | $3,767+1.7% |
| Admin fee / account holder | $4,711 | $3,368+39.9% | $12,068-61.0% | $2,969+58.7% |