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 | $77,983 | $108,825-28.3% | $156,181-50.1% | $82,448-5.4% |
| Participation rate | 37.4% | 72.4%-35.0pp | 78.8%-41.5pp | 68.1%-30.7pp |
| Annual return | 16.37% | 20.59%-4.2pp | 64.87%-48.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,276 | $2,870-55.5% | $4,294-70.3% | $2,551-50.0% |
| Participant deferral / active EE | $2,837 | $4,577-38.0% | $6,132-53.7% | $4,139-31.5% |
| Admin fee / account holder | $12,853 | $9,341+37.6% | $14,586-11.9% | $7,234+77.7% |