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 | $51,257 | $95,453-46.3% | $112,040-54.3% | $82,448-37.8% |
| Participation rate | 64.8% | 72.8%-7.9pp | 76.5%-11.7pp | 68.1%-3.3pp |
| Annual return | 14.06% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,478 | $2,318-36.3% | $2,954-50.0% | $2,551-42.1% |
| Participant deferral / active EE | $2,520 | $4,224-40.3% | $5,098-50.6% | $4,139-39.1% |
| Admin fee / account holder | $3,491 | $9,013-61.3% | $12,098-71.1% | $7,234-51.7% |