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 | $88,050 | $68,719+28.1% | $91,541-3.8% | $84,808+3.8% |
| Participation rate | 51.0% | 64.5%-13.5pp | 69.8%-18.8pp | 68.3%-17.3pp |
| Annual return | 14.80% | 19.12%-4.3pp | 20.50%-5.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,165 | $1,920-39.3% | $2,505-53.5% | $2,631-55.7% |
| Participant deferral / active EE | $2,950 | $3,136-5.9% | $4,008-26.4% | $4,212-30.0% |
| Admin fee / account holder | $2,147 | $5,786-62.9% | $6,956-69.1% | $7,344-70.8% |