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 | $68,413 | $86,944-21.3% | $107,525-36.4% | $74,304-7.9% |
| Participation rate | 56.2% | 59.6%-3.3pp | 75.1%-18.9pp | 60.3%-4.1pp |
| Annual return | 13.55% | 23.52%-10.0pp | 181.32%-167.8pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,427 | $2,757-48.2% | $3,754-62.0% | $2,241-36.3% |
| Participant deferral / active EE | $2,342 | $3,554-34.1% | $5,116-54.2% | $3,767-37.8% |
| Admin fee / account holder | $3,947 | $3,727+5.9% | $8,919-55.7% | $2,969+32.9% |