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 | $90,533 | $72,277+25.3% | $101,248-10.6% | $79,858+13.4% |
| Participation rate | 52.8% | 68.5%-15.7pp | 75.8%-23.0pp | 69.6%-16.9pp |
| Annual return | 16.36% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,169 | $2,692-56.6% | $3,660-68.1% | $2,471-52.7% |
| Participant deferral / active EE | $2,626 | $3,282-20.0% | $4,370-39.9% | $3,740-29.8% |
| Admin fee / account holder | $743 | $4,400-83.1% | $5,945-87.5% | $5,306-86.0% |