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 | $65,269 | $86,929-24.9% | $102,423-36.3% | $80,856-19.3% |
| Participation rate | 62.3% | 72.4%-10.1pp | 76.5%-14.2pp | 67.6%-5.3pp |
| Annual return | 10.66% | 18.88%-8.2pp | 29.32%-18.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,134 | $2,369-52.2% | $3,023-62.5% | $2,755-58.8% |
| Participant deferral / active EE | $2,357 | $4,118-42.8% | $5,053-53.4% | $4,296-45.1% |
| Admin fee / account holder | $17,631 | $8,049+119.0% | $9,451+86.6% | $6,918+154.9% |