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 | $70,643 | $81,248-13.1% | $155,509-54.6% | $80,856-12.6% |
| Participation rate | 44.7% | 66.2%-21.5pp | 78.2%-33.4pp | 67.6%-22.9pp |
| Annual return | 16.60% | 33.31%-16.7pp | 64.67%-48.1pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,023 | $3,100-34.7% | $4,672-56.7% | $2,755-26.6% |
| Participant deferral / active EE | $4,052 | $3,452+17.4% | $5,626-28.0% | $4,296-5.7% |
| Admin fee / account holder | $1,270 | $7,997-84.1% | $15,912-92.0% | $6,918-81.6% |