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 | $57,960 | $86,929-33.3% | $102,423-43.4% | $80,856-28.3% |
| Participation rate | 57.6% | 72.4%-14.7pp | 76.5%-18.9pp | 67.6%-10.0pp |
| Annual return | 12.01% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,480 | $2,369-37.5% | $3,023-51.0% | $2,755-46.3% |
| Participant deferral / active EE | $4,335 | $4,118+5.3% | $5,053-14.2% | $4,296+0.9% |
| Admin fee / account holder | $2,714 | $8,049-66.3% | $9,451-71.3% | $6,918-60.8% |